Lantronix 401(K) Savings Plan — Form 5500 plan (Lantronix)
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, Lantronix 401(K) Savings Plan is a benefit plan reported by Lantronix under EIN 33-0362767 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $23,252,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lantronix
- EIN
- 33-0362767
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $23,252,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241004122238NAL0019608016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,252,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,252,414
- Net assets (BOY)
- $19,299,629
Income & contributions
- Employer contributions
- $259,850
- Participant contributions
- $1,950,107
- Total contributions
- $2,967,259
- Total income / additions
- $6,307,005
Expenses & distributions
- Benefits paid
- $2,309,431
- Administrative expenses
- $44,789
- Total expenses
- $2,354,220
- Net increase / (decrease)
- $3,952,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $44,885 | $0 | 2023 |
| Actuarial Benefits Corp | OTHER SERVICES | $0 | $22,963 | 2023 |
| Morningstar Investment Management L | INV. ADV. PARTICIPANTS | $0 | $0 | 2023 |