Logitech 401(K) Plan — Form 5500 plan (Logitech 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, Logitech 401(K) Plan is a benefit plan reported by Logitech Inc. under EIN 94-2810519 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,159 participants and $305,761,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logitech Inc.
- EIN
- 94-2810519
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 2,159
- End-of-year plan assets
- $305,761,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,159 | H, C | 20240909112109NAL0007802960002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $305,761,464
- Net assets (EOY)
- $305,761,464
- Net assets (BOY)
- $249,944,331
Income & contributions
- Employer contributions
- $6,449,540
- Participant contributions
- $19,185,444
- Total contributions
- $29,503,010
- Total income / additions
- $79,018,843
Expenses & distributions
- Benefits paid
- $22,968,818
- Administrative expenses
- $232,026
- Total expenses
- $23,201,710
- Net increase / (decrease)
- $55,817,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $159,982 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio Solutions L | NONE | $36,247 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Co Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Summitry LLC | NONE | $6,197 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $5,919 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,774 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Logitech Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Innovest Portfolio Solutions L — Schedule C compensation
- Miller Kaplan Arase Co Llp — Schedule C compensation
- Summitry LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation