2023 Form 5500 filing — Align Technology, 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 20241011154606NAL0012717859001) for Align Technology, Inc. 401(K) Profit Sharing Plan, reported by Align Technology, Inc. under EIN 94-3267295 and plan number 001. It reports 2,854 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)$338MReported net assets$337,973,303
Participants2.9K2,854
Provider compensation$366.5K4 Schedule C row(s)$366,516
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011154606NAL0012717859001
Plan sponsor
Align Technology, Inc.
EIN
94-3267295
Plan number
001
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$338M total assets
Net assets$338MLiabilities$0
Money in vs. money out
Total income / additions$96.6M
Total expenses$22.3M
Benefits paid / distributions$21.9M
Contributions
Employer$9.1M
Participant$31.9M
Full reported line items
Total assets (EOY)
$337,973,303
Total liabilities (EOY)
$0
Net assets (EOY)
$337,973,303
Employer contributions
$9,079,994
Participant contributions
$31,886,595
Total income / additions
$96,606,929
Benefits paid
$21,914,897
Administrative expenses
$366,517
Total expenses
$22,300,230
Net increase / (decrease)
$74,306,699
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $201.2K · Indirect $0
  2. 2
    ADVISOR · Direct $110K
  3. 3
    INVESTMENT ADVISOR · Direct $33.8K
  4. 4
    ACCOUNTANT/AUDITOR · Direct $21.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011154606NAL0012717859001 cover?
It is the 2023 Form 5500 filing for Align Technology, Inc. 401(K) Profit Sharing Plan, reported by Align Technology, Inc. (EIN 94-3267295).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages