2023 Form 5500 filing — Carl Zeiss Meditec, Inc. Retirement And Investment 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 20241014163920NAL0027880289001) for Carl Zeiss Meditec, Inc. Retirement And Investment Plan, reported by Carl Zeiss Meditec Inc. under EIN 94-3374401 and plan number 001. It reports 1,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163920NAL0027880289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carl Zeiss Meditec Inc.
- EIN
- 94-3374401
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 1,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,617,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,617,802
- Employer contributions
- $7,444,898
- Participant contributions
- $13,944,903
- Total income / additions
- $65,594,996
- Benefits paid
- $23,751,279
- Administrative expenses
- $24,834
- Total expenses
- $23,778,089
- Net increase / (decrease)
- $41,816,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $62,882 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$37,738 | $0 |