Iridex Corporation Profit Sharing/401(K) Plan — Form 5500 plan (Iridex Corporation)
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, Iridex Corporation Profit Sharing/401(K) Plan is a benefit plan reported by Iridex Corporation under EIN 77-0210467 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $27,611,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iridex Corporation
- EIN
- 77-0210467
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $27,611,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241002114618NAL0014254304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,611,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,611,106
- Net assets (BOY)
- $23,726,573
Income & contributions
- Employer contributions
- $192,155
- Participant contributions
- $1,411,552
- Total contributions
- $1,765,213
- Total income / additions
- $7,278,913
Expenses & distributions
- Benefits paid
- $3,361,992
- Administrative expenses
- $32,388
- Total expenses
- $3,394,380
- Net increase / (decrease)
- $3,884,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpm Llp | ACCOUNTANT/AUDITOR | $24,075 | not reported in the loaded dataset | 2023 |
| Cetera Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,212 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,525 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iridex Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Bpm Llp — Schedule C compensation
- Cetera Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation