Plan5500

Edmund Optics, Inc. 401(K) Savings Retirement Plan — Form 5500 plan (Edmund Optics, Inc.)

Plain-English plan 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, Edmund Optics, Inc. 401(K) Savings Retirement Plan is a benefit plan reported by Edmund Optics, Inc. under EIN 22-3684196 and plan number 002. The latest loaded filing year is 2023. The filing reports 479 participants and $38,988,233 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39MPlan net assets, end of year$38,988,233
Participants479Covered participants reported
Assets / participant$81.4KComputed: assets ÷ participants$81,395 (computed)
Provider compensation$121.8K3 Schedule C provider row(s)$121,829
Plan sponsor
Edmund Optics, Inc.
EIN
22-3684196
Plan number
002
Plan type
2
Location
Barrington, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    479 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.1M
Participant$3.2M
Full reported line items

Net assets

Total assets (EOY)
$38,988,233
Total liabilities (EOY)
$0
Net assets (EOY)
$38,988,233
Net assets (BOY)
$30,373,367

Income & contributions

Employer contributions
$1,105,030
Participant contributions
$3,215,079
Total contributions
$4,519,900
Total income / additions
$10,341,551

Expenses & distributions

Benefits paid
$1,589,198
Administrative expenses
$121,829
Total expenses
$1,726,685
Net increase / (decrease)
$8,614,866
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Arkadios Wealth$50.1K
    INVESTMENT ADVISOR · Direct $50.1K
  2. 2
    Fidelity Workplace Services LLC$45.9K
    PLAN ADMINISTRATOR · Direct $45.9K · Indirect $0
  3. 3
    Lincoln Financial Advisors Corp$25.9K
    ADVISOR · Direct $25.9K

What to inspect next

Frequently asked questions

Who sponsors the Edmund Optics, Inc. 401(K) Savings Retirement Plan?
Edmund Optics, Inc. 401(K) Savings Retirement Plan is reported as sponsored by Edmund Optics, Inc. (EIN 22-3684196, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Edmund Optics, Inc. 401(K) Savings Retirement Plan?
The latest Form 5500 filing year loaded for Edmund Optics, Inc. 401(K) Savings Retirement Plan is 2023.
How many participants does Edmund Optics, Inc. 401(K) Savings Retirement Plan report?
Edmund Optics, Inc. 401(K) Savings Retirement Plan reports 479 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Edmund Optics, Inc. 401(K) Savings Retirement Plan?
Edmund Optics, Inc. 401(K) Savings Retirement Plan reports $38,988,233 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages