Plan5500

Sumo Group, Inc. 401(K) Plan — Form 5500 plan (Sumo Group, 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, Sumo Group, Inc. 401(K) Plan is a benefit plan reported by Sumo Group, Inc. under EIN 27-4152712 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $3,502,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sumo Group, Inc.
EIN
27-4152712
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
153
End-of-year plan assets
$3,502,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250724165938NAL0014524066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,502,497
Net assets (EOY)
$3,502,497
Net assets (BOY)
$2,246,173

Income & contributions

Employer contributions
$254,154
Participant contributions
$826,784
Total contributions
$1,080,938
Total income / additions
$1,585,833

Expenses & distributions

Benefits paid
$318,881
Administrative expenses
$10,628
Total expenses
$329,509
Net increase / (decrease)
$1,256,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire AssociatesINVESTMENT ADVISOR$430not reported in the loaded dataset2023
Insperity Retirement ServicesRECORDKEEPER$250not reported in the loaded dataset2023

Related Form 5500 pages