Efi 401(K) Savings Plan — Form 5500 plan (Electronics For 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, Efi 401(K) Savings Plan is a benefit plan reported by Electronics For Imaging, Inc. under EIN 94-3086355 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,501 participants and $244,286,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electronics For Imaging, Inc.
EIN
94-3086355
Plan number
001
Plan type
2
Location
Fremont, CA
Latest filing year
2023
Participants
1,501
End-of-year plan assets
$244,286,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,501H, C20240828075752NAL0005642995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$244,286,950
Total liabilities (EOY)
$0
Net assets (EOY)
$244,286,950
Net assets (BOY)
$219,347,950

Income & contributions

Employer contributions
$1,183,700
Participant contributions
$7,150,763
Total contributions
$8,635,061
Total income / additions
$50,443,554

Expenses & distributions

Benefits paid
$25,159,668
Administrative expenses
$344,886
Total expenses
$25,504,554
Net increase / (decrease)
$24,939,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCINVESTMENT ADVISOR$186,997not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$84,293$02023
Strategic Advisors, Inc.ADVISOR$51,771not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT/AUDITOR$21,900not reported in the loaded dataset2023

Related Form 5500 pages