Natus Medical Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Natus Medical Incorporated)
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, Natus Medical Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Natus Medical Incorporated under EIN 77-0154833 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,073 participants and $108,349,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natus Medical Incorporated
- EIN
- 77-0154833
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,073
- End-of-year plan assets
- $108,349,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,073 | H, C | 20240801101551NAL0038611872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,349,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,349,563
- Net assets (BOY)
- $89,984,095
Income & contributions
- Employer contributions
- $1,549,932
- Participant contributions
- $8,285,964
- Total contributions
- $10,489,980
- Total income / additions
- $28,820,761
Expenses & distributions
- Benefits paid
- $10,411,030
- Administrative expenses
- $43,885
- Total expenses
- $10,455,293
- Net increase / (decrease)
- $18,365,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Precept Advisory Group | INVESTMENT ADVISOR | $67,750 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $38,548 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$77,357 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natus Medical Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Precept Advisory Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation