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INTUIT INC. 401(K) PLAN 401k Plan overview

Plan NameINTUIT INC. 401(K) PLAN
Plan identification number 001

INTUIT INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTUIT INC. has sponsored the creation of one or more 401k plans.

Company Name:INTUIT INC.
Employer identification number (EIN):770034661
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTUIT INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTINA BOLOGNA
0012016-01-01KRISTINA BOLOGNA
0012015-01-01HANNAH DIXON
0012014-01-01RYAN BRADTKE
0012013-01-01JOSH NEWMISTER
0012012-01-01JOSH NEWMISTER
0012011-01-01STEVE FESPERMAN STEVE FESPERMAN2012-10-08
0012009-01-01CHRISTINA HALL CHRISTINA HALL2010-10-13

Plan Statistics for INTUIT INC. 401(K) PLAN

401k plan membership statisitcs for INTUIT INC. 401(K) PLAN

Measure Date Value
2022: INTUIT INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0127,786
Total number of active participants reported on line 7a of the Form 55002022-01-0119,607
Number of retired or separated participants receiving benefits2022-01-01380
Number of other retired or separated participants entitled to future benefits2022-01-0110,289
Total of all active and inactive participants2022-01-0130,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0167
Total participants2022-01-0130,343
Number of participants with account balances2022-01-0129,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INTUIT INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,948
Total number of active participants reported on line 7a of the Form 55002021-01-0118,288
Number of retired or separated participants receiving benefits2021-01-01196
Number of other retired or separated participants entitled to future benefits2021-01-019,253
Total of all active and inactive participants2021-01-0127,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0149
Total participants2021-01-0127,786
Number of participants with account balances2021-01-0126,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INTUIT INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115,605
Total number of active participants reported on line 7a of the Form 55002020-01-0112,740
Number of retired or separated participants receiving benefits2020-01-01194
Number of other retired or separated participants entitled to future benefits2020-01-016,978
Total of all active and inactive participants2020-01-0119,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-0119,948
Number of participants with account balances2020-01-0118,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,254
2019: INTUIT INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,670
Total number of active participants reported on line 7a of the Form 55002019-01-019,976
Number of retired or separated participants receiving benefits2019-01-01145
Number of other retired or separated participants entitled to future benefits2019-01-015,455
Total of all active and inactive participants2019-01-0115,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-0115,605
Number of participants with account balances2019-01-0115,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01783
2018: INTUIT INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,570
Total number of active participants reported on line 7a of the Form 55002018-01-018,333
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-015,245
Total of all active and inactive participants2018-01-0113,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-0113,670
Number of participants with account balances2018-01-0113,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01560
2017: INTUIT INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,416
Total number of active participants reported on line 7a of the Form 55002017-01-017,676
Number of retired or separated participants receiving benefits2017-01-0155
Number of other retired or separated participants entitled to future benefits2017-01-014,835
Total of all active and inactive participants2017-01-0112,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-0112,570
Number of participants with account balances2017-01-0112,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01842
2016: INTUIT INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,322
Total number of active participants reported on line 7a of the Form 55002016-01-017,145
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-015,226
Total of all active and inactive participants2016-01-0112,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-0112,416
Number of participants with account balances2016-01-0111,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,030
2015: INTUIT INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,461
Total number of active participants reported on line 7a of the Form 55002015-01-017,348
Number of retired or separated participants receiving benefits2015-01-0139
Number of other retired or separated participants entitled to future benefits2015-01-014,934
Total of all active and inactive participants2015-01-0112,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0112,322
Number of participants with account balances2015-01-0111,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01967
2014: INTUIT INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,233
Total number of active participants reported on line 7a of the Form 55002014-01-017,863
Number of retired or separated participants receiving benefits2014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-016,548
Total of all active and inactive participants2014-01-0114,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-0114,461
Number of participants with account balances2014-01-0113,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01836
2013: INTUIT INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113,497
Total number of active participants reported on line 7a of the Form 55002013-01-017,936
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-016,252
Total of all active and inactive participants2013-01-0114,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-0114,233
Number of participants with account balances2013-01-0113,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01835
2012: INTUIT INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,423
Total number of active participants reported on line 7a of the Form 55002012-01-018,291
Number of retired or separated participants receiving benefits2012-01-0151
Number of other retired or separated participants entitled to future benefits2012-01-015,678
Total of all active and inactive participants2012-01-0114,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-0114,030
Number of participants with account balances2012-01-0113,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01550
2011: INTUIT INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,573
Total number of active participants reported on line 7a of the Form 55002011-01-017,887
Number of retired or separated participants receiving benefits2011-01-0128
Number of other retired or separated participants entitled to future benefits2011-01-015,149
Total of all active and inactive participants2011-01-0113,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-0113,081
Number of participants with account balances2011-01-0112,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01349
2009: INTUIT INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112,768
Total number of active participants reported on line 7a of the Form 55002009-01-017,703
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-014,803
Total of all active and inactive participants2009-01-0112,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-0112,539
Number of participants with account balances2009-01-0111,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01360

Financial Data on INTUIT INC. 401(K) PLAN

Measure Date Value
2022 : INTUIT INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-175,598,401
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$167,641,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$165,888,536
Expenses. Certain deemed distributions of participant loans2022-12-31$557,950
Value of total corrective distributions2022-12-31$91,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$322,498,288
Value of total assets at end of year2022-12-31$2,473,959,315
Value of total assets at beginning of year2022-12-31$2,817,199,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,103,450
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$881,701
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$406,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$406,991
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$2,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$173,601,532
Participant contributions at end of year2022-12-31$20,204,427
Participant contributions at beginning of year2022-12-31$17,244,678
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$147,151,298
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$202,107,836
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,425,300
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,006
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-65,532,157
Administrative expenses (other) incurred2022-12-31$1,101,050
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-343,239,959
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,473,959,315
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,817,199,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,025,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,541,790
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$881,701
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,273,578,097
Value of interest in common/collective trusts at beginning of year2022-12-31$2,565,300,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,105,507
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-424,747,717
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$107,471,456
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$165,888,536
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : INTUIT INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,307,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$763,551,813
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$205,054,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$203,694,905
Expenses. Certain deemed distributions of participant loans2021-12-31$348,802
Value of total corrective distributions2021-12-31$35,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$426,424,977
Value of total assets at end of year2021-12-31$2,817,199,274
Value of total assets at beginning of year2021-12-31$2,256,393,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$975,040
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$700,918
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$242,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$242,502
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$3,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$138,450,865
Participant contributions at end of year2021-12-31$17,244,678
Participant contributions at beginning of year2021-12-31$13,580,496
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$202,107,836
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$163,762,468
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$204,915,766
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$24,415,261
Administrative expenses (other) incurred2021-12-31$971,440
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$558,497,611
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,817,199,274
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,256,393,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,541,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,081,387
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$700,918
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,565,300,964
Value of interest in common/collective trusts at beginning of year2021-12-31$2,065,969,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,894,090
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$306,874,065
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$83,058,346
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$203,694,905
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : INTUIT INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$510,563,167
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$168,540,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$167,090,825
Expenses. Certain deemed distributions of participant loans2020-12-31$636,868
Value of total corrective distributions2020-12-31$72,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$201,445,481
Value of total assets at end of year2020-12-31$2,256,393,952
Value of total assets at beginning of year2020-12-31$1,914,371,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$740,846
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$732,403
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$2,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$113,409,511
Participant contributions at end of year2020-12-31$13,580,496
Participant contributions at beginning of year2020-12-31$14,580,632
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$163,762,468
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$102,072,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,786,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$42,889,222
Administrative expenses (other) incurred2020-12-31$684,984
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$342,022,473
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,256,393,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,914,371,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,081,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$732,403
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,065,969,601
Value of interest in common/collective trusts at beginning of year2020-12-31$1,797,718,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$265,496,061
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$67,248,993
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$167,090,825
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$53,462
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : INTUIT INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$521,741,264
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$133,975,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$132,575,761
Expenses. Certain deemed distributions of participant loans2019-12-31$645,810
Value of total corrective distributions2019-12-31$54,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$173,686,249
Value of total assets at end of year2019-12-31$1,914,371,479
Value of total assets at beginning of year2019-12-31$1,526,606,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$699,937
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$835,563
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$4,200
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$93,731,537
Participant contributions at end of year2019-12-31$14,580,632
Participant contributions at beginning of year2019-12-31$17,316,109
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$102,072,702
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$78,855,675
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,234,767
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$20,464,839
Administrative expenses (other) incurred2019-12-31$656,114
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$387,765,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,914,371,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,526,606,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$835,563
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,797,718,145
Value of interest in common/collective trusts at beginning of year2019-12-31$1,430,434,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$28
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$326,754,613
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$58,719,945
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$132,575,761
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$39,623
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : INTUIT INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$51,944,853
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$126,125,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$124,821,538
Expenses. Certain deemed distributions of participant loans2018-12-31$543,008
Value of total corrective distributions2018-12-31$29,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$156,053,426
Value of total assets at end of year2018-12-31$1,526,606,188
Value of total assets at beginning of year2018-12-31$1,600,786,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$730,948
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$828,541
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$5,100
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$82,984,871
Participant contributions at end of year2018-12-31$17,316,109
Participant contributions at beginning of year2018-12-31$17,484,853
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$78,855,675
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$77,054,315
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,752,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-4,294,585
Administrative expenses (other) incurred2018-12-31$703,312
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-74,180,638
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,526,606,188
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,600,786,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$828,541
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,430,434,376
Value of interest in common/collective trusts at beginning of year2018-12-31$1,506,247,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-100,642,529
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$52,315,727
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$124,821,538
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$22,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : INTUIT INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$381,624,959
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$109,583,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,414,530
Expenses. Certain deemed distributions of participant loans2017-12-31$520,121
Value of total corrective distributions2017-12-31$84,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$144,932,894
Value of total assets at end of year2017-12-31$1,600,786,826
Value of total assets at beginning of year2017-12-31$1,328,745,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-435,679
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$794,238
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$74,339,917
Participant contributions at end of year2017-12-31$17,484,853
Participant contributions at beginning of year2017-12-31$17,365,927
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$77,054,315
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$61,875,617
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,687,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$11,871,544
Administrative expenses (other) incurred2017-12-31$-1,801,833
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$272,041,461
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,600,786,826
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,328,745,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$701,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$794,238
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,506,247,658
Value of interest in common/collective trusts at beginning of year2017-12-31$1,249,503,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$224,026,283
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$51,905,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$109,414,530
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$664,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : INTUIT INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$3,072,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$243,202,524
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$100,469,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$99,206,685
Expenses. Certain deemed distributions of participant loans2016-12-31$574,115
Value of total corrective distributions2016-12-31$33,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$130,413,400
Value of total assets at end of year2016-12-31$1,328,745,365
Value of total assets at beginning of year2016-12-31$1,189,085,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$655,601
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$737,010
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$70,987,469
Participant contributions at end of year2016-12-31$17,365,927
Participant contributions at beginning of year2016-12-31$18,726,848
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$61,875,617
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$50,604,149
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,807,123
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$3,575,948
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$142,732,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,328,745,365
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,189,085,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$90,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$737,010
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,249,503,821
Value of interest in common/collective trusts at beginning of year2016-12-31$1,119,754,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$108,476,166
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$49,618,808
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,206,685
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$565,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : INTUIT INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$113,296,379
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$116,738,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$115,167,598
Expenses. Certain deemed distributions of participant loans2015-12-31$1,036,584
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$137,130,734
Value of total assets at end of year2015-12-31$1,189,085,353
Value of total assets at beginning of year2015-12-31$1,192,527,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$533,989
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$840,778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$76,536,138
Participant contributions at end of year2015-12-31$18,726,848
Participant contributions at beginning of year2015-12-31$19,357,914
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,584,193
Assets. Other investments not covered elsewhere at end of year2015-12-31$50,604,149
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,476,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-1,583,370
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,130,024,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-3,441,792
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,189,085,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,192,527,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,431,082
Interest on participant loans2015-12-31$840,778
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,119,754,356
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,420,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,420,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-23,091,763
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$53,118,259
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$919,508
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$115,167,598
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$75,722
Contract administrator fees2015-12-31$533,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,712,805
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : INTUIT INC. 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$268,177
Total income from all sources (including contributions)2014-12-31$213,196,786
Total of all expenses incurred2014-12-31$171,090,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$170,258,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$129,675,546
Value of total assets at end of year2014-12-31$1,192,527,145
Value of total assets at beginning of year2014-12-31$1,150,689,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$832,360
Total interest from all sources2014-12-31$778,268
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,464,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,464,339
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$2,547
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$73,101,442
Participant contributions at end of year2014-12-31$19,357,914
Participant contributions at beginning of year2014-12-31$18,020,573
Participant contributions at end of year2014-12-31$1,584,193
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,778,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$117,090
Administrative expenses (other) incurred2014-12-31$34,331
Liabilities. Value of operating payables at beginning of year2014-12-31$199,166
Total non interest bearing cash at end of year2014-12-31$1,130,024,925
Total non interest bearing cash at beginning of year2014-12-31$55,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$42,106,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,192,527,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,150,420,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$798,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,431,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$953,583,719
Interest on participant loans2014-12-31$778,268
Value of interest in common/collective trusts at beginning of year2014-12-31$157,286,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,420,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,966,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,966,662
Asset value of US Government securities at beginning of year2014-12-31$12,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,990,773
Net investment gain or loss from common/collective trusts2014-12-31$9,287,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,795,957
Employer contributions (assets) at end of year2014-12-31$919,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$170,258,117
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$75,722
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,712,805
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,639,816
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$69,011
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : INTUIT INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$268,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$253,323
Total income from all sources (including contributions)2013-12-31$345,385,064
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$130,833,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$129,790,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$129,408,228
Value of total assets at end of year2013-12-31$1,150,689,013
Value of total assets at beginning of year2013-12-31$936,122,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,042,561
Total interest from all sources2013-12-31$807,659
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,950,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23,950,805
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$2,547
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$73,437,110
Participant contributions at end of year2013-12-31$18,020,573
Participant contributions at beginning of year2013-12-31$17,804,647
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,347,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$117,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,292
Administrative expenses (other) incurred2013-12-31$321,662
Liabilities. Value of operating payables at end of year2013-12-31$199,166
Liabilities. Value of operating payables at beginning of year2013-12-31$159,648
Total non interest bearing cash at end of year2013-12-31$55,000
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$214,551,699
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,150,420,836
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$935,869,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$720,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$953,583,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$771,827,921
Interest on participant loans2013-12-31$807,659
Value of interest in common/collective trusts at end of year2013-12-31$157,286,768
Value of interest in common/collective trusts at beginning of year2013-12-31$132,516,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,966,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,807,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,807,467
Asset value of US Government securities at end of year2013-12-31$12,586
Asset value of US Government securities at beginning of year2013-12-31$10,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$160,928,038
Net investment gain or loss from common/collective trusts2013-12-31$30,290,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$47,623,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$129,790,804
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,252
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,639,816
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,145,466
Liabilities. Value of benefit claims payable at end of year2013-12-31$69,011
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$93,675
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : INTUIT INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$253,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$208,343
Total income from all sources (including contributions)2012-12-31$236,464,991
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$67,388,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$66,237,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$129,013,089
Value of total assets at end of year2012-12-31$936,122,460
Value of total assets at beginning of year2012-12-31$767,000,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,150,729
Total interest from all sources2012-12-31$810,469
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$12,258,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$12,258,402
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$8,737
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$70,638,759
Participant contributions at end of year2012-12-31$17,804,647
Participant contributions at beginning of year2012-12-31$16,395,810
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,912,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$339,224
Administrative expenses (other) incurred2012-12-31$535,758
Liabilities. Value of operating payables at end of year2012-12-31$159,648
Liabilities. Value of operating payables at beginning of year2012-12-31$149,810
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$62,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$169,076,820
Value of net assets at end of year (total assets less liabilities)2012-12-31$935,869,137
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$766,792,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$614,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$771,827,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$618,911,708
Interest on participant loans2012-12-31$810,469
Value of interest in common/collective trusts at end of year2012-12-31$132,516,122
Value of interest in common/collective trusts at beginning of year2012-12-31$122,352,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,807,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,098,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,098,364
Asset value of US Government securities at end of year2012-12-31$10,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$83,791,269
Net investment gain or loss from common/collective trusts2012-12-31$10,591,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$47,461,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$66,237,442
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,539
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,145,466
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,826,117
Liabilities. Value of benefit claims payable at end of year2012-12-31$93,675
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$58,533
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : INTUIT INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$208,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,283
Total income from all sources (including contributions)2011-12-31$90,170,691
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,881,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,803,098
Expenses. Certain deemed distributions of participant loans2011-12-31$54,024
Value of total corrective distributions2011-12-31$5,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$101,815,111
Value of total assets at end of year2011-12-31$767,000,660
Value of total assets at beginning of year2011-12-31$728,645,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,019,247
Total interest from all sources2011-12-31$757,503
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$8,737
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$62,600,768
Participant contributions at end of year2011-12-31$16,395,810
Participant contributions at beginning of year2011-12-31$14,936,845
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,855,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$339,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$480,353
Administrative expenses (other) incurred2011-12-31$442,327
Liabilities. Value of operating payables at end of year2011-12-31$149,810
Liabilities. Value of operating payables at beginning of year2011-12-31$138,947
Total non interest bearing cash at end of year2011-12-31$62,940
Total non interest bearing cash at beginning of year2011-12-31$46,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$38,289,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$766,792,317
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$728,503,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$576,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$618,911,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$592,494,135
Interest on participant loans2011-12-31$757,503
Value of interest in common/collective trusts at end of year2011-12-31$122,352,427
Value of interest in common/collective trusts at beginning of year2011-12-31$115,454,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,098,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,814,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,814,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,712,069
Net investment gain or loss from common/collective trusts2011-12-31$1,310,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,358,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$50,803,098
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,333
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,826,117
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,414,134
Liabilities. Value of benefit claims payable at end of year2011-12-31$58,533
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,336
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON AND WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : INTUIT INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$202,297
Total income from all sources (including contributions)2010-12-31$188,328,387
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$64,201,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$62,926,326
Expenses. Certain deemed distributions of participant loans2010-12-31$24,398
Value of total corrective distributions2010-12-31$10,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$95,435,947
Value of total assets at end of year2010-12-31$728,645,338
Value of total assets at beginning of year2010-12-31$604,577,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,240,208
Total interest from all sources2010-12-31$794,507
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$58,282,085
Participant contributions at end of year2010-12-31$14,936,845
Participant contributions at beginning of year2010-12-31$13,475,559
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,895,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$480,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$327,418
Administrative expenses (other) incurred2010-12-31$747,640
Liabilities. Value of operating payables at end of year2010-12-31$138,947
Liabilities. Value of operating payables at beginning of year2010-12-31$118,248
Total non interest bearing cash at end of year2010-12-31$46,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$124,127,369
Value of net assets at end of year (total assets less liabilities)2010-12-31$728,503,055
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$604,375,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$492,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$592,494,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$490,276,984
Interest on participant loans2010-12-31$794,507
Value of interest in common/collective trusts at end of year2010-12-31$115,454,257
Value of interest in common/collective trusts at beginning of year2010-12-31$97,376,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,814,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,121,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,121,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$73,937,775
Net investment gain or loss from common/collective trusts2010-12-31$18,160,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,258,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$62,926,326
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,414,134
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,336
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$84,049
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER, NIXON, AND WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : INTUIT INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INTUIT INC. 401(K) PLAN

2022: INTUIT INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTUIT INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTUIT INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTUIT INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTUIT INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTUIT INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTUIT INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTUIT INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTUIT INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTUIT INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTUIT INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTUIT INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTUIT INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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