2023 Form 5500 filing — Irobot Fund For The Future 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 20240913081606NAL0004964499001) for Irobot Fund For The Future 401(K) Plan, reported by Irobot Corporation under EIN 77-0259335 and plan number 001. It reports 1,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913081606NAL0004964499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irobot Corporation
- EIN
- 77-0259335
- Plan number
- 001
- Location
- Bedford, MA
- Participants
- 1,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,194,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,194,015
- Employer contributions
- $3,533,166
- Participant contributions
- $12,375,915
- Total income / additions
- $46,883,768
- Benefits paid
- $12,963,083
- Administrative expenses
- $186,355
- Total expenses
- $13,149,538
- Net increase / (decrease)
- $33,734,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $106,400 | $0 |
| Merrill Lynch Pierce Fenner & Smit | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset |
| Worthington, Hughes & Hoar, P.C. | ACCOUNTANT/AUDITOR | $9,955 | not reported in the loaded dataset |