Infor 401(K) Savings Plan — Form 5500 plan (Infor (Us), Inc.)
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, Infor 401(K) Savings Plan is a benefit plan reported by Infor (Us), Inc. under EIN 20-3469219 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,480 participants and $1,006,616,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infor (Us), Inc.
- EIN
- 20-3469219
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 7,480
- End-of-year plan assets
- $1,006,616,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,480 | H, C | 20241013123925NAL0014059635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,006,616,524
- Total liabilities (EOY)
- $26,716
- Net assets (EOY)
- $1,006,589,808
- Net assets (BOY)
- $843,606,114
Income & contributions
- Employer contributions
- $8,892,693
- Participant contributions
- $58,253,577
- Total contributions
- $76,810,805
- Total income / additions
- $244,269,351
Expenses & distributions
- Benefits paid
- $81,091,182
- Administrative expenses
- -$87,797
- Total expenses
- $81,059,139
- Net increase / (decrease)
- $163,210,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Windham Brannon | ACCOUNTANT/AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,197 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infor (Us), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Windham Brannon — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation