Plain-English plan 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, Geode Capital Management, LLC Retirement Plan is a benefit plan reported by Geode Capital Management, LLC under EIN 04-3537967 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $72,668,710 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,668,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,668,710
- Net assets (BOY)
- $56,596,832
Income & contributions
- Employer contributions
- $5,298,376
- Participant contributions
- $2,894,229
- Total contributions
- $9,022,275
- Total income / additions
- $20,803,273
Expenses & distributions
- Benefits paid
- $4,592,063
- Administrative expenses
- $28,037
- Total expenses
- $4,731,395
- Net increase / (decrease)
- $16,071,878