2023 Form 5500 filing — Iridex Corporation Profit Sharing/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 20241002114618NAL0014254304001) for Iridex Corporation Profit Sharing/401(K) Plan, reported by Iridex Corporation under EIN 77-0210467 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002114618NAL0014254304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iridex Corporation
- EIN
- 77-0210467
- Plan number
- 001
- Location
- Mountain View, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,611,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,611,106
- Employer contributions
- $192,155
- Participant contributions
- $1,411,552
- Total income / additions
- $7,278,913
- Benefits paid
- $3,361,992
- Administrative expenses
- $32,388
- Total expenses
- $3,394,380
- Net increase / (decrease)
- $3,884,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpm Llp | ACCOUNTANT/AUDITOR | $24,075 | not reported in the loaded dataset |
| Cetera Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,212 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,525 | $0 |