2023 Form 5500 filing — Suss Microtec, 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 20240930171926NAL0011722210001) for Suss Microtec, Inc 401(K) Plan, reported by Suss Microtec, Inc. under EIN 03-0276631 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930171926NAL0011722210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suss Microtec, Inc.
- EIN
- 03-0276631
- Plan number
- 001
- Location
- Corona, CA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,801,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,801,989
- Employer contributions
- $267,874
- Participant contributions
- $759,784
- Total income / additions
- $4,210,893
- Benefits paid
- $2,136,732
- Administrative expenses
- $49,275
- Total expenses
- $2,186,007
- Net increase / (decrease)
- $2,024,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $29,008 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,370 | $0 |
| Accelerate Investment Advisors LLC | ADVISOR | $5,898 | not reported in the loaded dataset |