2023 Form 5500 filing — Genesys Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916110345NAL0000999651001) for Genesys Retirement Savings Plan, reported by Genesys Cloud Services, Inc. under EIN 94-3120525 and plan number 001. It reports 4,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$587.1MReported net assets$587,122,147
Participants4.1K4,093
Provider compensation$450.9K5 Schedule C row(s)$450,853
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916110345NAL0000999651001
- Plan sponsor
- Genesys Cloud Services, Inc.
- EIN
- 94-3120525
- Plan number
- 001
- Location
- Menlo Park, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$587.1M total assets
Net assets$587.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $587,122,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $587,122,147
- Employer contributions
- $8,792,631
- Participant contributions
- $37,471,505
- Total income / additions
- $155,624,371
- Benefits paid
- $61,669,971
- Administrative expenses
- $449,486
- Total expenses
- $62,140,101
- Net increase / (decrease)
- $93,484,270
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $270,572 | not reported in the loaded dataset |
| Beacon Pointe Advisors | INVESTMENT ADVISOR | $117,323 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,751 | $0 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdings, | INVESTMENT ADVISOR | $5,707 | not reported in the loaded dataset |