2023 Form 5500 filing — Informatica LLC 401(K) Retirement 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 20240617140952NAL0001079779001) for Informatica LLC 401(K) Retirement Plan, reported by Informatica LLC under EIN 77-0333710 and plan number 001. It reports 3,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617140952NAL0001079779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Informatica LLC
- EIN
- 77-0333710
- Plan number
- 001
- Location
- Redwood City, CA
- Participants
- 3,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $532,461,218
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $532,461,210
- Employer contributions
- $9,115,858
- Participant contributions
- $35,129,093
- Total income / additions
- $137,497,664
- Benefits paid
- $52,394,778
- Administrative expenses
- $181,230
- Total expenses
- $52,627,610
- Net increase / (decrease)
- $84,870,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $157,120 | $0 |
| Moss Adams | ACCOUNTANT | $27,825 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | CONSULTANT/ADVISOR | $9,753 | not reported in the loaded dataset |