Plan5500

Edmund Optics, Inc. 401(K) Savings Retirement Plan — Form 5500 plan (Edmund Optics, 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, Edmund Optics, Inc. 401(K) Savings Retirement Plan is a benefit plan reported by Edmund Optics, Inc. under EIN 22-3684196 and plan number 002. The latest loaded filing year is 2023. The filing reports 479 participants and $38,988,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edmund Optics, Inc.
EIN
22-3684196
Plan number
002
Plan type
2
Location
Barrington, NJ
Latest filing year
2023
Participants
479
End-of-year plan assets
$38,988,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023479H, C20240923070640NAL0020599906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,988,233
Total liabilities (EOY)
$0
Net assets (EOY)
$38,988,233
Net assets (BOY)
$30,373,367

Income & contributions

Employer contributions
$1,105,030
Participant contributions
$3,215,079
Total contributions
$4,519,900
Total income / additions
$10,341,551

Expenses & distributions

Benefits paid
$1,589,198
Administrative expenses
$121,829
Total expenses
$1,726,685
Net increase / (decrease)
$8,614,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arkadios WealthINVESTMENT ADVISOR$50,125not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$45,854$02023
Lincoln Financial Advisors CorpADVISOR$25,850not reported in the loaded dataset2023

Related Form 5500 pages