Sophos, Inc 401(K) Savings Plan — Form 5500 plan (Sophos, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sophos, Inc 401(K) Savings Plan is a benefit plan reported by Sophos, Inc under EIN 04-3328310 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,224 participants and $128,574,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sophos, Inc
EIN
04-3328310
Plan number
002
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
1,224
End-of-year plan assets
$128,574,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,224H, C20241010152021NAL0021331361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,574,157
Total liabilities (EOY)
$0
Net assets (EOY)
$128,574,157
Net assets (BOY)
$97,181,941

Income & contributions

Employer contributions
$3,826,700
Participant contributions
$12,037,876
Total contributions
$19,264,816
Total income / additions
$41,848,088

Expenses & distributions

Benefits paid
$10,362,089
Administrative expenses
$88,396
Total expenses
$10,455,872
Net increase / (decrease)
$31,392,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCCONSULTANT$52,172not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$20,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,724$02023

Related Form 5500 pages