Thorlabs, Inc 401(K) Retirement Plan — Form 5500 plan (Thorlabs, 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, Thorlabs, Inc 401(K) Retirement Plan is a benefit plan reported by Thorlabs, Inc. under EIN 22-2873153 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,779 participants and $123,315,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thorlabs, Inc.
EIN
22-2873153
Plan number
002
Plan type
2
Location
Newton, NJ
Latest filing year
2023
Participants
1,779
End-of-year plan assets
$123,315,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,779H, C20240826131327NAL0009707153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,315,810
Total liabilities (EOY)
$0
Net assets (EOY)
$123,315,810
Net assets (BOY)
$95,526,860

Income & contributions

Employer contributions
$3,594,537
Participant contributions
$9,314,434
Total contributions
$13,765,194
Total income / additions
$32,640,464

Expenses & distributions

Benefits paid
$4,680,638
Administrative expenses
$170,876
Total expenses
$4,851,514
Net increase / (decrease)
$27,788,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$120,876$5532023
Trustmont Advisory GroupNONE$50,000not reported in the loaded dataset2023

Related Form 5500 pages