2023 Form 5500 filing — Capgemini Financial Services Usa, Inc. 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 20241015134216NAL0057896418001) for Capgemini Financial Services Usa, Inc. 401(K) Retirement Plan, reported by Capgemini America, Inc. under EIN 22-2575929 and plan number 004. It reports 6,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134216NAL0057896418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capgemini America, Inc.
- EIN
- 22-2575929
- Plan number
- 004
- Location
- Rosemont, IL
- Participants
- 6,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $409,092,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $409,092,685
- Employer contributions
- $14,157,427
- Participant contributions
- $38,999,946
- Total income / additions
- $130,629,178
- Benefits paid
- $30,080,810
- Administrative expenses
- $260,554
- Total expenses
- $30,463,890
- Net increase / (decrease)
- $100,165,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $179,391 | not reported in the loaded dataset |
| Creative Planning Holding Co LLC | PLAN ADMINISTRATOR | $74,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,131 | $0 |