2023 Form 5500 filing — Infinidat, Inc. 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 20240927125153NAL0002303953001) for Infinidat, Inc. 401(K) Profit Sharing Plan, reported by Infinidat, Inc. under EIN 46-1960443 and plan number 001. It reports 186 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)$21.6MReported net assets$21,565,716
Participants186
Provider compensation$36.6K3 Schedule C row(s)$36,639
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927125153NAL0002303953001
Plan sponsor
Infinidat, Inc.
EIN
46-1960443
Plan number
001
Location
Waltham, MA
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)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$740.7K
Benefits paid / distributions$739.6K
Contributions
Employer$884.8K
Participant$2.1M
Full reported line items
Total assets (EOY)
$21,565,716
Total liabilities (EOY)
$0
Net assets (EOY)
$21,565,716
Employer contributions
$884,778
Participant contributions
$2,077,811
Total income / additions
$6,130,828
Benefits paid
$739,554
Administrative expenses
$1,171
Total expenses
$740,725
Net increase / (decrease)
$5,390,103

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln Financial Advisors CorpADVISOR$0$35,468
Caron & Bletzer, PllcACCOUNTANT/AUDITOR$9,700not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$8,529$0

Related Form 5500 pages