Irobot Fund For The Future 401(K) Plan — Form 5500 plan (Irobot 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, Irobot Fund For The Future 401(K) Plan is a benefit plan reported by Irobot Corporation under EIN 77-0259335 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,458 participants and $185,194,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irobot Corporation
- EIN
- 77-0259335
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, MA
- Latest filing year
- 2023
- Participants
- 1,458
- End-of-year plan assets
- $185,194,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,458 | H, C | 20240913081606NAL0004964499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,194,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,194,015
- Net assets (BOY)
- $151,459,785
Income & contributions
- Employer contributions
- $3,533,166
- Participant contributions
- $12,375,915
- Total contributions
- $17,371,841
- Total income / additions
- $46,883,768
Expenses & distributions
- Benefits paid
- $12,963,083
- Administrative expenses
- $186,355
- Total expenses
- $13,149,538
- Net increase / (decrease)
- $33,734,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $106,400 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smit | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset | 2023 |
| Worthington, Hughes & Hoar, P.C. | ACCOUNTANT/AUDITOR | $9,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Irobot Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Bedford, MA
- Fidelity Investments Institutional — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smit — Schedule C compensation
- Worthington, Hughes & Hoar, P.C. — Schedule C compensation