General Atomics 401(K) Retirement Savings Plan — Form 5500 plan (General Atomics)
Plain-English plan 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, General Atomics 401(K) Retirement Savings Plan is a benefit plan reported by General Atomics under EIN 95-3735102 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,213 participants and $2,358,227,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Atomics
- EIN
- 95-3735102
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 16,213
- End-of-year plan assets
- $2,358,227,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,213 | H, C | 20241014191924NAL0045742672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,358,227,407
- Total liabilities (EOY)
- $1,686,083
- Net assets (EOY)
- $2,356,541,324
- Net assets (BOY)
- $1,990,032,708
Income & contributions
- Employer contributions
- $51,920,455
- Participant contributions
- $152,639,283
- Total contributions
- $226,117,724
- Total income / additions
- $592,685,304
Expenses & distributions
- Benefits paid
- $224,799,822
- Administrative expenses
- $1,263,451
- Total expenses
- $226,176,688
- Net increase / (decrease)
- $366,508,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisors | NONE | $559,614 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | NONE | $492,832 | $0 | 2023 |
| Empower Annuity Insurance Company O | NONE | $95,130 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $67,671 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $29,855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Atomics
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Vanguard Advisors — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation