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, Carl Zeiss, Inc. 401(K) Savings & Investment Plan is a benefit plan reported by Carl Zeiss, Inc. under EIN 13-1495820 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,967 participants and $315,258,387 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,258,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,258,387
- Net assets (BOY)
- $254,582,566
Income & contributions
- Employer contributions
- $9,086,210
- Participant contributions
- $16,177,449
- Total contributions
- $27,819,349
- Total income / additions
- $80,438,627
Expenses & distributions
- Benefits paid
- $19,758,031
- Administrative expenses
- -$19,387
- Total expenses
- $19,762,806
- Net increase / (decrease)
- $60,675,821