2023 Form 5500 filing — Microsoft Corporation Savings Plus 401k 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 20240730192503NAL0032915856001) for Microsoft Corporation Savings Plus 401k Plan, reported by Microsoft Corporation under EIN 91-1144442 and plan number 001. It reports 173,630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730192503NAL0032915856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Microsoft Corporation
- EIN
- 91-1144442
- Plan number
- 001
- Location
- Redmond, WA
- Participants
- 173,630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,225,853,429
- Total liabilities (EOY)
- $22,908,618
- Net assets (EOY)
- $53,202,944,811
- Employer contributions
- $1,104,421,787
- Participant contributions
- $2,799,228,001
- Total income / additions
- $15,110,116,563
- Benefits paid
- $2,189,700,220
- Administrative expenses
- $21,737,806
- Total expenses
- $2,211,438,026
- Net increase / (decrease)
- $12,898,678,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | NONE | $11,182,983 | $0 |
| Artisan Partners Limited Partnershi | NONE | $8,435,639 | $0 |
| Strategic Advisors, Inc. | NONE | $3,809,251 | not reported in the loaded dataset |
| Pimco | NONE | $2,774,791 | $0 |
| Fidelity Investments Institutional | NONE | $1,335,179 | $0 |
| Dimensional Fund Advisors | NONE | $1,199,469 | $0 |
| Silvercrest Asset Management Group | NONE | $730,474 | $0 |
| Ariel Investments | NONE | $287,530 | $0 |