2023 Form 5500 filing — Thorlabs, Inc 401(K) Retirement 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 20240826131327NAL0009707153001) for Thorlabs, Inc 401(K) Retirement Plan, reported by Thorlabs, Inc. under EIN 22-2873153 and plan number 002. It reports 1,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240826131327NAL0009707153001
Filing year
2023
Form type
2
Plan sponsor
Thorlabs, Inc.
EIN
22-2873153
Plan number
002
Location
Newton, NJ
Participants
1,779
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$123,315,810
Total liabilities (EOY)
$0
Net assets (EOY)
$123,315,810
Employer contributions
$3,594,537
Participant contributions
$9,314,434
Total income / additions
$32,640,464
Benefits paid
$4,680,638
Administrative expenses
$170,876
Total expenses
$4,851,514
Net increase / (decrease)
$27,788,950
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$120,876$553
Trustmont Advisory GroupNONE$50,000not reported in the loaded dataset

Related Form 5500 pages