2023 Form 5500 filing — Natus Medical Incorporated 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801101551NAL0038611872001) for Natus Medical Incorporated 401(K) Profit Sharing Plan, reported by Natus Medical Incorporated under EIN 77-0154833 and plan number 001. It reports 1,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801101551NAL0038611872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natus Medical Incorporated
- EIN
- 77-0154833
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 1,073
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,349,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,349,563
- Employer contributions
- $1,549,932
- Participant contributions
- $8,285,964
- Total income / additions
- $28,820,761
- Benefits paid
- $10,411,030
- Administrative expenses
- $43,885
- Total expenses
- $10,455,293
- Net increase / (decrease)
- $18,365,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Precept Advisory Group | INVESTMENT ADVISOR | $67,750 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $38,548 | not reported in the loaded dataset |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$77,357 | $0 |