Microsoft Corporation Savings Plus 401k Plan — Form 5500 plan (Microsoft Corporation)
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, Microsoft Corporation Savings Plus 401k Plan is a benefit plan reported by Microsoft Corporation under EIN 91-1144442 and plan number 001. The latest loaded filing year is 2023. The filing reports 173,630 participants and $53,225,853,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Microsoft Corporation
- EIN
- 91-1144442
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 173,630
- End-of-year plan assets
- $53,225,853,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173,630 | H, C | 20240730192503NAL0032915856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,225,853,429
- Total liabilities (EOY)
- $22,908,618
- Net assets (EOY)
- $53,202,944,811
- Net assets (BOY)
- $39,584,699,512
Income & contributions
- Employer contributions
- $1,104,421,787
- Participant contributions
- $2,799,228,001
- Total contributions
- $4,183,523,350
- Total income / additions
- $15,110,116,563
Expenses & distributions
- Benefits paid
- $2,189,700,220
- Administrative expenses
- $21,737,806
- Total expenses
- $2,211,438,026
- Net increase / (decrease)
- $12,898,678,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments | NONE | $11,182,983 | $0 | 2023 |
| Artisan Partners Limited Partnershi | NONE | $8,435,639 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $3,809,251 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $2,774,791 | $0 | 2023 |
| Fidelity Investments Institutional | NONE | $1,335,179 | $0 | 2023 |
| Dimensional Fund Advisors | NONE | $1,199,469 | $0 | 2023 |
| Silvercrest Asset Management Group | NONE | $730,474 | $0 | 2023 |
| Ariel Investments | NONE | $287,530 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Microsoft Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Redmond, WA
- Russell Investments — Schedule C compensation
- Artisan Partners Limited Partnershi — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pimco — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Ariel Investments — Schedule C compensation