2023 Form 5500 filing — Intuitive Surgical, 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 20241008184154NAL0009988275001) for Intuitive Surgical, Inc. 401(K) Plan, reported by Intuitive Surgical, Inc. under EIN 77-0416458 and plan number 001. It reports 8,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008184154NAL0009988275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intuitive Surgical, Inc.
- EIN
- 77-0416458
- Plan number
- 001
- Location
- Sunnyvale, CA
- Participants
- 8,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $823,214,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $823,214,357
- Employer contributions
- $10,713,106
- Participant contributions
- $88,324,443
- Total income / additions
- $252,989,764
- Benefits paid
- $36,556,004
- Administrative expenses
- $503,235
- Total expenses
- $37,161,802
- Net increase / (decrease)
- $215,827,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $312,133 | $0 |
| Empower Advisory Group, LLC | NONE | $189,302 | not reported in the loaded dataset |
| Illuminate Financial | NONE | $6,273 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | NONE | $181 | $0 |
| Td Ameritrade | NONE | $0 | $0 |