Starkey Laboratories, Inc. Employee Stock Ownership Plan — Form 5500 plan (Starkey Hearing Technologies)

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, Starkey Laboratories, Inc. Employee Stock Ownership Plan is a benefit plan reported by Starkey Hearing Technologies under EIN 41-0913126 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,028 participants and $12,244,941 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.2MPlan net assets, end of year$12,244,941
Participants1KCovered participants reported1,028
Assets / participant$11.9KComputed: assets ÷ participants$11,911 (computed)
Provider compensationNone reported
Plan sponsor
Starkey Hearing Technologies
EIN
41-0913126
Plan number
002
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,028 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$6M
Benefits paid / distributions$6M
Full reported line items

Net assets

Total assets (EOY)
$12,244,941
Total liabilities (EOY)
$0
Net assets (EOY)
$12,244,941
Net assets (BOY)
$14,394,525

Income & contributions

Total contributions
$0
Total income / additions
$3,828,367

Expenses & distributions

Benefits paid
$5,977,951
Administrative expenses
$0
Total expenses
$5,977,951
Net increase / (decrease)
-$2,149,584
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets49%Computed ratio
Benefits paid ÷ total income156%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages