401k Plan data: SUGARCRM INC. 125 BENEFIT PLAN plan

SUGARCRM INC. 125 BENEFIT PLAN 401k Plan overview

Plan Name	SUGARCRM INC. 125 BENEFIT PLAN
Plan identification number	501

SUGARCRM INC. 125 BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20. Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

SUGARCRM, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUGARCRM, INC.

Employer identification number (EIN): 201173875

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUGARCRM INC. 125 BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 SHANA SWEENEY 2023-05-31
501 2022-01-01 SHANA SWEENEY 2024-04-06
501 2021-01-01 SHANA SWEENEY 2022-06-15
501 2020-01-01 SHANA SWEENEY 2021-06-21
501 2019-01-01 SHANA SWEENEY 2020-05-21
501 2018-01-01
501 2017-01-01
501 2016-01-01 SHANA SWEENEY
501 2009-01-01 STEVE LANCE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2022-01-01	SHANA SWEENEY	2023-05-31
501	2022-01-01	SHANA SWEENEY	2024-04-06
501	2021-01-01	SHANA SWEENEY	2022-06-15
501	2020-01-01	SHANA SWEENEY	2021-06-21
501	2019-01-01	SHANA SWEENEY	2020-05-21
501	2018-01-01
501	2017-01-01
501	2016-01-01	SHANA SWEENEY
501	2009-01-01	STEVE LANCE

Plan Statistics for SUGARCRM INC. 125 BENEFIT PLAN

401k plan membership statisitcs for SUGARCRM INC. 125 BENEFIT PLAN

Measure Date Value
2022: SUGARCRM INC. 125 BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 224
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 229
Number of employers contributing to the scheme 2022-01-01 0
2021: SUGARCRM INC. 125 BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 285
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 285
Number of employers contributing to the scheme 2021-01-01 0
2020: SUGARCRM INC. 125 BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 260
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 267
Number of employers contributing to the scheme 2020-01-01 0
2019: SUGARCRM INC. 125 BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 251
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 255
Number of employers contributing to the scheme 2019-01-01 0
2018: SUGARCRM INC. 125 BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 227
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 229
Number of employers contributing to the scheme 2018-01-01 0
2017: SUGARCRM INC. 125 BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: SUGARCRM INC. 125 BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 147
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 147
2009: SUGARCRM INC. 125 BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 23

Measure	Date	Value
2022: SUGARCRM INC. 125 BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	224
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	229
Number of employers contributing to the scheme	2022-01-01	0
2021: SUGARCRM INC. 125 BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	285
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	285
Number of employers contributing to the scheme	2021-01-01	0
2020: SUGARCRM INC. 125 BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	260
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	267
Number of employers contributing to the scheme	2020-01-01	0
2019: SUGARCRM INC. 125 BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	251
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	255
Number of employers contributing to the scheme	2019-01-01	0
2018: SUGARCRM INC. 125 BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	227
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	229
Number of employers contributing to the scheme	2018-01-01	0
2017: SUGARCRM INC. 125 BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: SUGARCRM INC. 125 BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	147
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	147
2009: SUGARCRM INC. 125 BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	23

Form 5500 Responses for SUGARCRM INC. 125 BENEFIT PLAN

2022: SUGARCRM INC. 125 BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: SUGARCRM INC. 125 BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: SUGARCRM INC. 125 BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: SUGARCRM INC. 125 BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: SUGARCRM INC. 125 BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: SUGARCRM INC. 125 BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SUGARCRM INC. 125 BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SUGARCRM INC. 125 BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	SUGARCRM, INC.
Employer identification number (EIN):	201173875
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services