2023 Form 5500 filing — Xperi Inc. 401(K) 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 20240809180451NAL0003634547001) for Xperi Inc. 401(K) Plan, reported by Xperi Inc. under EIN 83-4470363 and plan number 001. It reports 2,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$348.5MReported net assets$348,487,081
Participants2.3K2,255
Provider compensation$66.7K3 Schedule C row(s)$66,678
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240809180451NAL0003634547001
- Plan sponsor
- Xperi Inc.
- EIN
- 83-4470363
- Plan number
- 001
- Location
- Calabasas, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$348.5M total assets
Net assets$348.5MLiabilities$5K
Full reported line items
- Total assets (EOY)
- $348,492,131
- Total liabilities (EOY)
- $5,050
- Net assets (EOY)
- $348,487,081
- Employer contributions
- $4,396,490
- Participant contributions
- $16,075,988
- Total income / additions
- $78,961,984
- Benefits paid
- $26,422,632
- Administrative expenses
- $66,678
- Total expenses
- $26,525,945
- Net increase / (decrease)
- $52,436,039
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT/AUDITOR | $10,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$64,122 | $0 |