2023 Form 5500 filing — Intuit Inc. 401(K) 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 20260211102605NAL0002760931001) for Intuit Inc. 401(K) Plan, reported by Intuit Inc. under EIN 77-0034661 and plan number 001. It reports 30,343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260211102605NAL0002760931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intuit Inc.
- EIN
- 77-0034661
- Plan number
- 001
- Location
- Mountain View, CA
- Participants
- 30,343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,132,371,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,132,371,228
- Employer contributions
- $114,278,321
- Participant contributions
- $198,781,812
- Total income / additions
- $836,441,248
- Benefits paid
- $176,055,653
- Administrative expenses
- $1,319,451
- Total expenses
- $178,029,335
- Net increase / (decrease)
- $658,411,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,172,910 | $0 |
| Morningstar Investment Service | NONE | $23,900 | not reported in the loaded dataset |
| Fortune Wealth Management LLC | NONE | $22,243 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $20,117 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $17,413 | not reported in the loaded dataset |
| Tci Wealth Advisors Inc | NONE | $12,731 | not reported in the loaded dataset |
| Golden State Equity Partners L | NONE | $11,242 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $8,527 | not reported in the loaded dataset |
| Sage Capital Advisors LLC | NONE | $3,995 | not reported in the loaded dataset |
| Brookstone Capital Management | NONE | $3,435 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $2,905 | not reported in the loaded dataset |
| Apella Capital LLC | NONE | $2,872 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | NONE | $2,594 | not reported in the loaded dataset |
| Driven Investments LLC | NONE | $2,543 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $2,400 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $2,328 | not reported in the loaded dataset |
| Buckingham Strategic Wealth Ll | NONE | $1,997 | not reported in the loaded dataset |
| Twin Peaks Wealth Advisors LLC | NONE | $1,725 | not reported in the loaded dataset |
| Paragon Financial LLC | NONE | $1,068 | not reported in the loaded dataset |
| Clarity Wealth Management Inc | NONE | $897 | not reported in the loaded dataset |
| Integrity Wealth Solutions LLC | NONE | $701 | not reported in the loaded dataset |
| Beta Wealth Group Inc | NONE | $588 | not reported in the loaded dataset |
| Paragon Financial LLC | NONE | $320 | not reported in the loaded dataset |