2023 Form 5500 filing — Lantronix 401(K) Savings 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 20241004122238NAL0019608016001) for Lantronix 401(K) Savings Plan, reported by Lantronix under EIN 33-0362767 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004122238NAL0019608016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lantronix
- EIN
- 33-0362767
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,252,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,252,414
- Employer contributions
- $259,850
- Participant contributions
- $1,950,107
- Total income / additions
- $6,307,005
- Benefits paid
- $2,309,431
- Administrative expenses
- $44,789
- Total expenses
- $2,354,220
- Net increase / (decrease)
- $3,952,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $44,885 | $0 |
| Actuarial Benefits Corp | OTHER SERVICES | $0 | $22,963 |
| Morningstar Investment Management L | INV. ADV. PARTICIPANTS | $0 | $0 |