2023 Form 5500 filing — General Atomics 401(K) 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 20241014191924NAL0045742672001) for General Atomics 401(K) Retirement Savings Plan, reported by General Atomics under EIN 95-3735102 and plan number 002. It reports 16,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191924NAL0045742672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Atomics
- EIN
- 95-3735102
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 16,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,358,227,407
- Total liabilities (EOY)
- $1,686,083
- Net assets (EOY)
- $2,356,541,324
- Employer contributions
- $51,920,455
- Participant contributions
- $152,639,283
- Total income / additions
- $592,685,304
- Benefits paid
- $224,799,822
- Administrative expenses
- $1,263,451
- Total expenses
- $226,176,688
- Net increase / (decrease)
- $366,508,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisors | NONE | $559,614 | not reported in the loaded dataset |
| Vanguard Group Inc | NONE | $492,832 | $0 |
| Empower Annuity Insurance Company O | NONE | $95,130 | $0 |
| Empower Advisory Group, LLC | NONE | $67,671 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | NONE | $60,000 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $29,855 | not reported in the loaded dataset |