2023 Form 5500 filing — Genesys 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 20240916110345NAL0000999651001) for Genesys Retirement Savings Plan, reported by Genesys Cloud Services, Inc. under EIN 94-3120525 and plan number 001. It reports 4,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916110345NAL0000999651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesys Cloud Services, Inc.
- EIN
- 94-3120525
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 4,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $587,122,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $587,122,147
- Employer contributions
- $8,792,631
- Participant contributions
- $37,471,505
- Total income / additions
- $155,624,371
- Benefits paid
- $61,669,971
- Administrative expenses
- $449,486
- Total expenses
- $62,140,101
- Net increase / (decrease)
- $93,484,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $270,572 | not reported in the loaded dataset |
| Beacon Pointe Advisors | INVESTMENT ADVISOR | $117,323 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,751 | $0 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdings, | INVESTMENT ADVISOR | $5,707 | not reported in the loaded dataset |