Intuit Inc. 401(K) Plan — Form 5500 plan (Intuit 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, Intuit Inc. 401(K) Plan is a benefit plan reported by Intuit Inc. under EIN 77-0034661 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,343 participants and $3,132,371,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intuit Inc.
- EIN
- 77-0034661
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 30,343
- End-of-year plan assets
- $3,132,371,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,343 | H, C | 20260211102605NAL0002760931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,132,371,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,132,371,228
- Net assets (BOY)
- $2,473,959,315
Income & contributions
- Employer contributions
- $114,278,321
- Participant contributions
- $198,781,812
- Total contributions
- $340,366,463
- Total income / additions
- $836,441,248
Expenses & distributions
- Benefits paid
- $176,055,653
- Administrative expenses
- $1,319,451
- Total expenses
- $178,029,335
- Net increase / (decrease)
- $658,411,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,172,910 | $0 | 2023 |
| Morningstar Investment Service | NONE | $23,900 | not reported in the loaded dataset | 2023 |
| Fortune Wealth Management LLC | NONE | $22,243 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $20,117 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $17,413 | not reported in the loaded dataset | 2023 |
| Tci Wealth Advisors Inc | NONE | $12,731 | not reported in the loaded dataset | 2023 |
| Golden State Equity Partners L | NONE | $11,242 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors LLC | NONE | $8,527 | not reported in the loaded dataset | 2023 |
| Sage Capital Advisors LLC | NONE | $3,995 | not reported in the loaded dataset | 2023 |
| Brookstone Capital Management | NONE | $3,435 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $2,905 | not reported in the loaded dataset | 2023 |
| Apella Capital LLC | NONE | $2,872 | not reported in the loaded dataset | 2023 |
| Pure Financial Advisors LLC | NONE | $2,594 | not reported in the loaded dataset | 2023 |
| Driven Investments LLC | NONE | $2,543 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $2,400 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $2,328 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth Ll | NONE | $1,997 | not reported in the loaded dataset | 2023 |
| Twin Peaks Wealth Advisors LLC | NONE | $1,725 | not reported in the loaded dataset | 2023 |
| Paragon Financial LLC | NONE | $1,068 | not reported in the loaded dataset | 2023 |
| Clarity Wealth Management Inc | NONE | $897 | not reported in the loaded dataset | 2023 |
| Integrity Wealth Solutions LLC | NONE | $701 | not reported in the loaded dataset | 2023 |
| Beta Wealth Group Inc | NONE | $588 | not reported in the loaded dataset | 2023 |
| Paragon Financial LLC | NONE | $320 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intuit Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Fortune Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Tci Wealth Advisors Inc — Schedule C compensation
- Golden State Equity Partners L — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Sage Capital Advisors LLC — Schedule C compensation
- Brookstone Capital Management — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Apella Capital LLC — Schedule C compensation
- Pure Financial Advisors LLC — Schedule C compensation
- Driven Investments LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Twin Peaks Wealth Advisors LLC — Schedule C compensation
- Paragon Financial LLC — Schedule C compensation
- Clarity Wealth Management Inc — Schedule C compensation
- Integrity Wealth Solutions LLC — Schedule C compensation
- Beta Wealth Group Inc — Schedule C compensation