Xperi Inc. 401(K) Plan — Form 5500 plan (Xperi 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, Xperi Inc. 401(K) Plan is a benefit plan reported by Xperi Inc. under EIN 83-4470363 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,255 participants and $348,492,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xperi Inc.
EIN
83-4470363
Plan number
001
Plan type
2
Location
Calabasas, CA
Latest filing year
2023
Participants
2,255
End-of-year plan assets
$348,492,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,255H, C20240809180451NAL0003634547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$348,492,131
Total liabilities (EOY)
$5,050
Net assets (EOY)
$348,487,081
Net assets (BOY)
$296,051,042

Income & contributions

Employer contributions
$4,396,490
Participant contributions
$16,075,988
Total contributions
$22,176,705
Total income / additions
$78,961,984

Expenses & distributions

Benefits paid
$26,422,632
Administrative expenses
$66,678
Total expenses
$26,525,945
Net increase / (decrease)
$52,436,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$120,000not reported in the loaded dataset2023
Holthouse Carlin & Van Trigt LlpACCOUNTANT/AUDITOR$10,800not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$64,122$02023

Related Form 5500 pages