Gen Digital Inc. 401(K) Plan — Form 5500 plan (Gen Digital 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, Gen Digital Inc. 401(K) Plan is a benefit plan reported by Gen Digital Inc. under EIN 77-0181864 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,777 participants and $995,834,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gen Digital Inc.
- EIN
- 77-0181864
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 6,777
- End-of-year plan assets
- $995,834,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,777 | H, C | 20241011141447NAL0011009523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $995,834,111
- Total liabilities (EOY)
- $8,936
- Net assets (EOY)
- $995,825,175
- Net assets (BOY)
- $905,553,468
Income & contributions
- Employer contributions
- $3,150,915
- Participant contributions
- $15,957,081
- Total contributions
- $21,661,016
- Total income / additions
- $189,369,251
Expenses & distributions
- Benefits paid
- $98,932,113
- Administrative expenses
- $364,439
- Total expenses
- $99,297,335
- Net increase / (decrease)
- $90,071,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $228,261 | $0 | 2023 |
| Hyas Group, LLC | CONSULTANT | $50,721 | not reported in the loaded dataset | 2023 |
| Venable Llp | ATTORNEY/LEGAL | $43,475 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $34,830 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gen Digital Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tempe, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Hyas Group, LLC — Schedule C compensation
- Venable Llp — Schedule C compensation
- Moss Adams Llp — Schedule C compensation