Genesys Retirement Savings Plan — Form 5500 plan (Genesys Cloud Services, 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, Genesys Retirement Savings Plan is a benefit plan reported by Genesys Cloud Services, Inc. under EIN 94-3120525 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,093 participants and $587,122,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesys Cloud Services, Inc.
- EIN
- 94-3120525
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 4,093
- End-of-year plan assets
- $587,122,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,093 | H, C | 20240916110345NAL0000999651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $587,122,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $587,122,147
- Net assets (BOY)
- $493,637,877
Income & contributions
- Employer contributions
- $8,792,631
- Participant contributions
- $37,471,505
- Total contributions
- $56,062,038
- Total income / additions
- $155,624,371
Expenses & distributions
- Benefits paid
- $61,669,971
- Administrative expenses
- $449,486
- Total expenses
- $62,140,101
- Net increase / (decrease)
- $93,484,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $270,572 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors | INVESTMENT ADVISOR | $117,323 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $46,751 | $0 | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holdings, | INVESTMENT ADVISOR | $5,707 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesys Cloud Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Beacon Pointe Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Morgan Stanley Domestic Holdings, — Schedule C compensation