2023 Form 5500 filing — Xperi Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809180451NAL0003634547001) for Xperi Inc. 401(K) Plan, reported by Xperi Inc. under EIN 83-4470363 and plan number 001. It reports 2,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809180451NAL0003634547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xperi Inc.
- EIN
- 83-4470363
- Plan number
- 001
- Location
- Calabasas, CA
- Participants
- 2,255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $348,492,131
- Total liabilities (EOY)
- $5,050
- Net assets (EOY)
- $348,487,081
- Employer contributions
- $4,396,490
- Participant contributions
- $16,075,988
- Total income / additions
- $78,961,984
- Benefits paid
- $26,422,632
- Administrative expenses
- $66,678
- Total expenses
- $26,525,945
- Net increase / (decrease)
- $52,436,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $10,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$64,122 | $0 |