2023 Form 5500 filing — Edmund Optics, Inc. 401(K) Savings Retirement 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 20240923070640NAL0020599906001) for Edmund Optics, Inc. 401(K) Savings Retirement Plan, reported by Edmund Optics, Inc. under EIN 22-3684196 and plan number 002. It reports 479 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)$39MReported net assets$38,988,233
Participants479
Provider compensation$121.8K3 Schedule C row(s)$121,829
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923070640NAL0020599906001
- Plan sponsor
- Edmund Optics, Inc.
- EIN
- 22-3684196
- Plan number
- 002
- Location
- Barrington, NJ
- 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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,988,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,988,233
- Employer contributions
- $1,105,030
- Participant contributions
- $3,215,079
- Total income / additions
- $10,341,551
- Benefits paid
- $1,589,198
- Administrative expenses
- $121,829
- Total expenses
- $1,726,685
- Net increase / (decrease)
- $8,614,866
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arkadios Wealth | INVESTMENT ADVISOR | $50,125 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $45,854 | $0 |
| Lincoln Financial Advisors Corp | ADVISOR | $25,850 | not reported in the loaded dataset |