401k Plan data: CONFLUENT, INC. RETIREMENT TRUST plan

CONFLUENT, INC. RETIREMENT TRUST 401k Plan overview

Plan Name	CONFLUENT, INC. RETIREMENT TRUST
Plan identification number	001

CONFLUENT, INC. RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: CONFLUENT, INC.

Employer identification number (EIN): 471824387

NAIC Classification: 541600

Additional information about CONFLUENT, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3348980

More information about CONFLUENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONFLUENT, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTA PIERANTOZZI 2018-07-28
001 2016-01-01 KRISTA PIERANTOZZI 2017-07-31
001 2015-04-01 KRISTA MARTIN 2016-07-29

Plan Statistics for CONFLUENT, INC. RETIREMENT TRUST

401k plan membership statisitcs for CONFLUENT, INC. RETIREMENT TRUST

Measure Date Value
2022: CONFLUENT, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,420
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,708
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 273
Total of all active and inactive participants 2022-01-01 1,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,981
Number of participants with account balances 2022-01-01 1,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CONFLUENT, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,302
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 118
Total of all active and inactive participants 2021-01-01 1,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,420
Number of participants with account balances 2021-01-01 1,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CONFLUENT, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 767
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 914
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 81
Total of all active and inactive participants 2020-01-01 995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 995
Number of participants with account balances 2020-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CONFLUENT, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 729
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 767
Number of participants with account balances 2019-01-01 549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CONFLUENT, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 314
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 338
Number of participants with account balances 2018-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: CONFLUENT, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,420
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,708
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	273
Total of all active and inactive participants	2022-01-01	1,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,981
Number of participants with account balances	2022-01-01	1,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CONFLUENT, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,302
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	118
Total of all active and inactive participants	2021-01-01	1,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,420
Number of participants with account balances	2021-01-01	1,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CONFLUENT, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	767
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	914
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	81
Total of all active and inactive participants	2020-01-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	995
Number of participants with account balances	2020-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CONFLUENT, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	729
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	767
Number of participants with account balances	2019-01-01	549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CONFLUENT, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	314
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	338
Number of participants with account balances	2018-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on CONFLUENT, INC. RETIREMENT TRUST

Measure	Date	Value
2022 : CONFLUENT, INC. RETIREMENT TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-248,737
Total unrealized appreciation/depreciation of assets	2022-12-31	$-248,737
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$16,066,174
Total loss/gain on sale of assets	2022-12-31	$-64,002
Total of all expenses incurred	2022-12-31	$3,964,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,941,176
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$18,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$29,855,603
Value of total assets at end of year	2022-12-31	$73,707,331
Value of total assets at beginning of year	2022-12-31	$61,605,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,008
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$70,937
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,619,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,617,838
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$22,367,109
Participant contributions at end of year	2022-12-31	$1,052,991
Participant contributions at beginning of year	2022-12-31	$819,532
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$-300
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,337
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,459,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$5,008
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$12,101,360
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$73,707,331
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$61,605,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$71,110,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$59,788,541
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$53,413
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,202,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$597,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$597,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$17,524
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,167,047
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$28,558
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$1,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,941,176
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$342,326
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$398,930
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$392,895
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$456,897
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SENSIBA LLP
Accountancy firm EIN	2022-12-31	942370906
2021 : CONFLUENT, INC. RETIREMENT TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-20,017
Total unrealized appreciation/depreciation of assets	2021-12-31	$-20,017
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$33,417,550
Total loss/gain on sale of assets	2021-12-31	$27,863
Total of all expenses incurred	2021-12-31	$4,099,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,064,358
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$19,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$26,250,493
Value of total assets at end of year	2021-12-31	$61,605,971
Value of total assets at beginning of year	2021-12-31	$32,288,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,939
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$32,541
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,602,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,602,144
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$15,528,964
Participant contributions at end of year	2021-12-31	$819,532
Participant contributions at beginning of year	2021-12-31	$307,579
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,337
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,721,529
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$15,939
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$29,317,942
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$61,605,971
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,288,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$59,788,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,822,771
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$32,467
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$597,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$990,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$990,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$74
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,524,092
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,064,358
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$398,930
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$166,094
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$763,949
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$736,086
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SENSIBA SAN FILIPPO LLP
Accountancy firm EIN	2021-12-31	942370906
2020 : CONFLUENT, INC. RETIREMENT TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$20,329,714
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,255,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,190,067
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$12,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$15,561,663
Value of total assets at end of year	2020-12-31	$32,288,029
Value of total assets at beginning of year	2020-12-31	$13,214,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,976
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$11,514
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$573,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$573,081
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,160,372
Participant contributions at end of year	2020-12-31	$307,579
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,401,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$107,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$9,549
Administrative expenses (other) incurred	2020-12-31	$52,976
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$1,308
Total non interest bearing cash at beginning of year	2020-12-31	$2,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$19,073,867
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,288,029
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,214,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,822,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,652,273
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$11,514
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$990,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$451,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$451,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,173,701
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,190,067
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$166,094
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SENSIBA SAN FILIPPO LLP
Accountancy firm EIN	2020-12-31	942370906
2019 : CONFLUENT, INC. RETIREMENT TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$9,733,866
Total income from all sources (including contributions)	2019-12-31	$9,733,866
Total of all expenses incurred	2019-12-31	$374,308
Total of all expenses incurred	2019-12-31	$374,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$346,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$346,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,124,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,124,620
Value of total assets at end of year	2019-12-31	$13,214,162
Value of total assets at end of year	2019-12-31	$13,214,162
Value of total assets at beginning of year	2019-12-31	$3,854,604
Value of total assets at beginning of year	2019-12-31	$3,854,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,645
Total interest from all sources	2019-12-31	$2,073
Total interest from all sources	2019-12-31	$2,073
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$241,287
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$241,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$241,287
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$241,287
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,665,014
Contributions received from participants	2019-12-31	$5,665,014
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,459,606
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,459,606
Assets. Loans (other than to participants) at end of year	2019-12-31	$107,983
Assets. Loans (other than to participants) at end of year	2019-12-31	$107,983
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$27,685
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$27,685
Total non interest bearing cash at end of year	2019-12-31	$2,027
Total non interest bearing cash at end of year	2019-12-31	$2,027
Total non interest bearing cash at beginning of year	2019-12-31	$47,527
Total non interest bearing cash at beginning of year	2019-12-31	$47,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,359,558
Value of net income/loss	2019-12-31	$9,359,558
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,214,162
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,214,162
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,854,604
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,854,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,652,273
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,652,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,727,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,727,142
Interest on participant loans	2019-12-31	$2,073
Interest on participant loans	2019-12-31	$2,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$451,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$451,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$52,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$52,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$52,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$52,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,365,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,365,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$346,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$346,663
Contract administrator fees	2019-12-31	$27,645
Contract administrator fees	2019-12-31	$27,645
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SENSIBA SAN FILIPPO LL
Accountancy firm name	2019-12-31	SENSIBA SAN FILIPPO LL
Accountancy firm EIN	2019-12-31	942370906
Accountancy firm EIN	2019-12-31	942370906
2018 : CONFLUENT, INC. RETIREMENT TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,325,463
Total of all expenses incurred	2018-12-31	$174,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$139,549
Value of total corrective distributions	2018-12-31	$23,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,618,358
Value of total assets at end of year	2018-12-31	$3,854,604
Value of total assets at beginning of year	2018-12-31	$1,703,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,015
Total interest from all sources	2018-12-31	$767
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$78,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$78,367
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$174,934
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,959,626
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$658,732
Assets. Loans (other than to participants) at end of year	2018-12-31	$27,685
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$22,500
Total non interest bearing cash at end of year	2018-12-31	$47,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,151,241
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,854,604
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,703,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,727,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,658,564
Income. Interest from loans (other than to participants)	2018-12-31	$767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$52,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$22,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$22,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-372,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$139,549
Contract administrator fees	2018-12-31	$11,015
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SENSIBA SAN FILIPPO, LLP
Accountancy firm EIN	2018-12-31	942370906

Form 5500 Responses for CONFLUENT, INC. RETIREMENT TRUST

2022: CONFLUENT, INC. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONFLUENT, INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONFLUENT, INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONFLUENT, INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONFLUENT, INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONFLUENT, INC.
Employer identification number (EIN):	471824387
NAIC Classification:	541600

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3348980