Karl Storz Imaging, Inc. Employees' Savings Plan — Form 5500 plan (Karl Storz Imaging, 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, Karl Storz Imaging, Inc. Employees' Savings Plan is a benefit plan reported by Karl Storz Imaging, Inc. under EIN 77-0018084 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $106,674,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Karl Storz Imaging, Inc.
- EIN
- 77-0018084
- Plan number
- 001
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $106,674,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241015122941NAL0016387363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,674,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,674,288
- Net assets (BOY)
- $95,642,039
Income & contributions
- Employer contributions
- $1,429,760
- Participant contributions
- $4,592,913
- Total contributions
- $6,024,972
- Total income / additions
- $20,826,584
Expenses & distributions
- Benefits paid
- $9,665,828
- Administrative expenses
- $128,507
- Total expenses
- $9,794,335
- Net increase / (decrease)
- $11,032,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $128,507 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $21,901 | $0 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $12,829 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Karl Storz Imaging, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Goleta, CA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation