2023 Form 5500 filing — Citrix Systems, Inc. 401(K) 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 20241115083241NAL0001415906001) for Citrix Systems, Inc. 401(K) Plan, reported by Cloud Software Group, Inc. under EIN 77-0449727 and plan number 001. It reports 6,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115083241NAL0001415906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cloud Software Group, Inc.
- EIN
- 77-0449727
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 6,455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $959,866,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $959,866,290
- Employer contributions
- $23,727,729
- Participant contributions
- $34,932,113
- Total income / additions
- $262,021,441
- Benefits paid
- $129,317,636
- Administrative expenses
- $168,139
- Total expenses
- $129,619,367
- Net increase / (decrease)
- $132,402,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $112,649 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $99,245 | not reported in the loaded dataset |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $25,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,396 | $0 |