Oppo 401(K) Plan & Trust — Form 5500 plan (Innopeak Technology, 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, Oppo 401(K) Plan & Trust is a benefit plan reported by Innopeak Technology, Inc. under EIN 47-1849305 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $29,586,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innopeak Technology, Inc.
- EIN
- 47-1849305
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $29,586,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20240930131410NAL0009441904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,586,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,586,482
- Net assets (BOY)
- $25,917,963
Income & contributions
- Employer contributions
- $3,108,185
- Participant contributions
- $7,890,508
- Total contributions
- $11,550,660
- Total income / additions
- $16,173,273
Expenses & distributions
- Benefits paid
- $12,376,469
- Administrative expenses
- $102,667
- Total expenses
- $12,506,996
- Net increase / (decrease)
- $3,666,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $92,389 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $63,036 | $0 | 2023 |
| Nicholas Pension Consultants, Inc. | CONTRACT ADMIN | $27,950 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innopeak Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Ameriprise Financial Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nicholas Pension Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation