Citrix Systems, Inc. 401(K) Plan — Form 5500 plan (Cloud Software Group, 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, Citrix Systems, Inc. 401(K) Plan is a benefit plan reported by Cloud Software Group, Inc. under EIN 77-0449727 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,455 participants and $959,866,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cloud Software Group, Inc.
- EIN
- 77-0449727
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 6,455
- End-of-year plan assets
- $959,866,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,455 | H, C | 20241115083241NAL0001415906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $959,866,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $959,866,290
- Net assets (BOY)
- $827,464,216
Income & contributions
- Employer contributions
- $23,727,729
- Participant contributions
- $34,932,113
- Total contributions
- $60,018,237
- Total income / additions
- $262,021,441
Expenses & distributions
- Benefits paid
- $129,317,636
- Administrative expenses
- $168,139
- Total expenses
- $129,619,367
- Net increase / (decrease)
- $132,402,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $112,649 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $99,245 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $25,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,396 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cloud Software Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Morgan Stanley Smith Barney — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation