Optoma Technology, Inc. 401(K) Plan — Form 5500 plan (Optoma Technology, 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, Optoma Technology, Inc. 401(K) Plan is a benefit plan reported by Optoma Technology, Inc. under EIN 77-0403350 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $6,697,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optoma Technology, Inc.
- EIN
- 77-0403350
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, CA
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $6,697,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20240927111538NAL0003574432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,697,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,697,599
- Net assets (BOY)
- $5,251,874
Income & contributions
- Employer contributions
- $239,335
- Participant contributions
- $514,153
- Total contributions
- $753,488
- Total income / additions
- $1,683,849
Expenses & distributions
- Benefits paid
- $219,917
- Administrative expenses
- $18,207
- Total expenses
- $238,124
- Net increase / (decrease)
- $1,445,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vita Planning Group LLC | INVESTMENT ADVISOR | $11,238 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,969 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Optoma Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fremont, CA
- Vita Planning Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation