2023 Form 5500 filing — Karl Storz Imaging, Inc. Employees' 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 20241015122941NAL0016387363001) for Karl Storz Imaging, Inc. Employees' Savings Plan, reported by Karl Storz Imaging, Inc. under EIN 77-0018084 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122941NAL0016387363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Karl Storz Imaging, Inc.
- EIN
- 77-0018084
- Plan number
- 001
- Location
- Goleta, CA
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,674,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,674,288
- Employer contributions
- $1,429,760
- Participant contributions
- $4,592,913
- Total income / additions
- $20,826,584
- Benefits paid
- $9,665,828
- Administrative expenses
- $128,507
- Total expenses
- $9,794,335
- Net increase / (decrease)
- $11,032,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $128,507 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $21,901 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $12,829 | $0 |