Mks Instruments, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Mks Instruments, 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, Mks Instruments, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Mks Instruments, Inc. under EIN 04-2277512 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,290 participants and $764,918,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mks Instruments, Inc.
EIN
04-2277512
Plan number
001
Plan type
2
Location
Andover, MA
Latest filing year
2023
Participants
4,290
End-of-year plan assets
$764,918,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,290H, C20241008105809NAL0009568275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$764,918,104
Total liabilities (EOY)
$0
Net assets (EOY)
$764,918,104
Net assets (BOY)
$633,134,358

Income & contributions

Employer contributions
$9,167,498
Participant contributions
$31,499,936
Total contributions
$45,566,003
Total income / additions
$163,723,275

Expenses & distributions

Benefits paid
$72,146,572
Administrative expenses
$470,358
Total expenses
$72,669,131
Net increase / (decrease)
$91,054,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$264,283$02023
Strategic Advisors, Inc.ADVISOR$156,064not reported in the loaded dataset2023
BdoACCOUNTANT/AUDITOR$21,086not reported in the loaded dataset2023
Capfinancial Partners, LLC.INVESTMENT ADVISOR$20,000not reported in the loaded dataset2023
Seyfarth Shaw LlpATTORNEY/LEGAL$8,925not reported in the loaded dataset2023

Related Form 5500 pages