2023 Form 5500 filing — Edmund Optics, Inc. 401(K) Savings 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 20240923070640NAL0020599906001) for Edmund Optics, Inc. 401(K) Savings Retirement Plan, reported by Edmund Optics, Inc. under EIN 22-3684196 and plan number 002. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923070640NAL0020599906001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edmund Optics, Inc.
- EIN
- 22-3684196
- Plan number
- 002
- Location
- Barrington, NJ
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,988,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,988,233
- Employer contributions
- $1,105,030
- Participant contributions
- $3,215,079
- Total income / additions
- $10,341,551
- Benefits paid
- $1,589,198
- Administrative expenses
- $121,829
- Total expenses
- $1,726,685
- Net increase / (decrease)
- $8,614,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arkadios Wealth | INVESTMENT ADVISOR | $50,125 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $45,854 | $0 |
| Lincoln Financial Advisors Corp | ADVISOR | $25,850 | not reported in the loaded dataset |