Samsara 401(K) Plan — Form 5500 plan (Samsara 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, Samsara 401(K) Plan is a benefit plan reported by Samsara Inc. under EIN 47-3100039 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,424 participants and $157,598,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samsara Inc.
- EIN
- 47-3100039
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 2,424
- End-of-year plan assets
- $157,598,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,424 | H, C | 20241015163616NAL0029126577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,598,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,598,481
- Net assets (BOY)
- $93,977,861
Income & contributions
- Employer contributions
- $10,408,544
- Participant contributions
- $27,157,588
- Total contributions
- $47,219,012
- Total income / additions
- $70,815,111
Expenses & distributions
- Benefits paid
- $7,082,876
- Administrative expenses
- $94,916
- Total expenses
- $7,194,491
- Net increase / (decrease)
- $63,620,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newfront Retirement Services, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $27,917 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,499 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samsara Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Newfront Retirement Services, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation