Suss Microtec, Inc 401(K) Plan — Form 5500 plan (Suss Microtec, Inc.)

Plain-English plan 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, Suss Microtec, Inc 401(K) Plan is a benefit plan reported by Suss Microtec, Inc. under EIN 03-0276631 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $20,801,989 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suss Microtec, Inc.
EIN
03-0276631
Plan number
001
Plan type
2
Location
Corona, CA
Latest filing year
2023
Participants
116
End-of-year plan assets
$20,801,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20240930171926NAL0011722210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,801,989
Total liabilities (EOY)
$0
Net assets (EOY)
$20,801,989
Net assets (BOY)
$18,777,103

Income & contributions

Employer contributions
$267,874
Participant contributions
$759,784
Total contributions
$1,080,500
Total income / additions
$4,210,893

Expenses & distributions

Benefits paid
$2,136,732
Administrative expenses
$49,275
Total expenses
$2,186,007
Net increase / (decrease)
$2,024,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$29,008not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,370$02023
Accelerate Investment Advisors LLCADVISOR$5,898not reported in the loaded dataset2023

Related Form 5500 pages