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, Sonatype Retirement Trust is a benefit plan reported by Sonatype, Inc. under EIN 26-0641472 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $21,838,504 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,838,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,838,504
- Net assets (BOY)
- $16,129,876
Income & contributions
- Employer contributions
- $439,583
- Participant contributions
- $3,816,608
- Total contributions
- $4,712,743
- Total income / additions
- $8,224,116
Expenses & distributions
- Benefits paid
- $2,395,792
- Administrative expenses
- $82,027
- Total expenses
- $2,515,488
- Net increase / (decrease)
- $5,708,628