2023 Form 5500 filing — Opto 22 Money Purchase Pension Plan And Trust
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 20250203181718NAL0007035649001) for Opto 22 Money Purchase Pension Plan And Trust, reported by Opto 22 under EIN 95-2896389 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203181718NAL0007035649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opto 22
- EIN
- 95-2896389
- Plan number
- 001
- Location
- Temecula, CA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,702,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,702,131
- Employer contributions
- $691,418
- Total income / additions
- $2,981,803
- Benefits paid
- $1,732,669
- Administrative expenses
- $67,731
- Total expenses
- $1,800,400
- Net increase / (decrease)
- $1,181,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | TRUSTEE | $39,983 | not reported in the loaded dataset |
| Wells Fargo Advisors | CONSULTANT | $27,503 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $245 | $0 |