Intuitive Surgical, Inc. 401(K) Plan — Form 5500 plan (Intuitive Surgical, 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, Intuitive Surgical, Inc. 401(K) Plan is a benefit plan reported by Intuitive Surgical, Inc. under EIN 77-0416458 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,372 participants and $823,214,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intuitive Surgical, Inc.
- EIN
- 77-0416458
- Plan number
- 001
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 8,372
- End-of-year plan assets
- $823,214,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,372 | H, C | 20241008184154NAL0009988275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $823,214,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $823,214,357
- Net assets (BOY)
- $607,386,395
Income & contributions
- Employer contributions
- $10,713,106
- Participant contributions
- $88,324,443
- Total contributions
- $119,323,294
- Total income / additions
- $252,989,764
Expenses & distributions
- Benefits paid
- $36,556,004
- Administrative expenses
- $503,235
- Total expenses
- $37,161,802
- Net increase / (decrease)
- $215,827,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $312,133 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $189,302 | not reported in the loaded dataset | 2023 |
| Illuminate Financial | NONE | $6,273 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | NONE | $181 | $0 | 2023 |
| Td Ameritrade | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intuitive Surgical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Illuminate Financial — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation
- Td Ameritrade — Schedule C compensation