Plantronics, Inc. 401(K) Plan — Form 5500 plan (Plantronics, 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, Plantronics, Inc. 401(K) Plan is a benefit plan reported by Plantronics, Inc. under EIN 77-0207692 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,718 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plantronics, Inc.
- EIN
- 77-0207692
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 2,718
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,718 | H, C | 20241001144251NAL0003383043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $272,100,747
Income & contributions
- Employer contributions
- $441,384
- Participant contributions
- $0
- Total contributions
- $441,384
- Total income / additions
- $25,626,336
Expenses & distributions
- Benefits paid
- $297,783,049
- Administrative expenses
- -$113,664
- Total expenses
- $297,727,083
- Net increase / (decrease)
- -$272,100,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mossadams | ACCOUNTANT/AUDITOR | $67,725 | not reported in the loaded dataset | 2023 |
| Newport Capital Group | INVESTMENT ADVISOR | $54,289 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,097 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$240,705 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plantronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Cruz, CA
- Mossadams — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation