Sangoma Us Inc. 401k Plan — Form 5500 plan (Sangoma Us 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, Sangoma Us Inc. 401k Plan is a benefit plan reported by Sangoma Us Inc. under EIN 61-1752222 and plan number 002. The latest loaded filing year is 2023. The filing reports 682 participants and $38,170,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sangoma Us Inc.
- EIN
- 61-1752222
- Plan number
- 002
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $38,170,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20240923094134NAL0011205345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,170,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,170,064
- Net assets (BOY)
- $33,278,705
Income & contributions
- Employer contributions
- $1,705,372
- Participant contributions
- $3,266,984
- Total contributions
- $5,790,032
- Total income / additions
- $11,431,075
Expenses & distributions
- Benefits paid
- $6,372,114
- Administrative expenses
- $160,822
- Total expenses
- $6,539,716
- Net increase / (decrease)
- $4,891,359
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $81,160 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $51,609 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $27,921 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $944 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sangoma Us Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation