2023 Form 5500 filing — Infor 401(K) 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 20241013123925NAL0014059635001) for Infor 401(K) Savings Plan, reported by Infor (Us), Inc. under EIN 20-3469219 and plan number 001. It reports 7,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013123925NAL0014059635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infor (Us), Inc.
- EIN
- 20-3469219
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 7,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,006,616,524
- Total liabilities (EOY)
- $26,716
- Net assets (EOY)
- $1,006,589,808
- Employer contributions
- $8,892,693
- Participant contributions
- $58,253,577
- Total income / additions
- $244,269,351
- Benefits paid
- $81,091,182
- Administrative expenses
- -$87,797
- Total expenses
- $81,059,139
- Net increase / (decrease)
- $163,210,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Windham Brannon | ACCOUNTANT/AUDITOR | $18,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,197 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |
| Wealth Management Systems Inc | NONE | $0 | $0 |