Fusion Optix, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fusion Optix, Inc. (EIN 20-0669692) is a plan sponsor located in Woburn, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0669692
Location
Woburn, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fusion Optix, Inc.

  • 1 loaded plans hold $4.7M in reported assets.
  • The largest, Fusion Optix, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 56 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,736,633
Total reported assets$4.7M$4,736,633
Total reported participants56
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$177.3K
Participant contributions$292.4K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$12.8K
Total expenses$17K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fusion Optix, Inc. 401(K) Plan
Participants per plan56Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 56 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fusion Optix, Inc.. Open one for its full reported snapshot.

  1. 2023
    Fusion Optix, Inc. 401(K) Plan56 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fusion Optix, Inc. report on Form 5500?
Fusion Optix, Inc. (EIN 20-0669692) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fusion Optix, Inc.?
The Employer Identification Number (EIN) reported for Fusion Optix, Inc. is 20-0669692.
What is the latest Form 5500 filing year for Fusion Optix, Inc.?
The latest loaded Form 5500 filing year for Fusion Optix, Inc. is 2023.

Related Form 5500 pages