Plan5500

Intevac, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Intevac, 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, Intevac, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Intevac, Inc. under EIN 94-3125814 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $42,763,684 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.8MPlan net assets, end of year$42,763,684
Participants261Covered participants reported
Assets / participant$163.8KComputed: assets ÷ participants$163,846 (computed)
Provider compensation$69.7K3 Schedule C provider row(s)$69,749
Plan sponsor
Intevac, Inc.
EIN
94-3125814
Plan number
001
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    261 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$42.8M total assets
Net assets$42.8MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$154.1K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$42,763,684
Total liabilities (EOY)
$0
Net assets (EOY)
$42,763,684
Net assets (BOY)
$39,940,599

Income & contributions

Employer contributions
$154,054
Participant contributions
$1,111,954
Total contributions
$1,274,618
Total income / additions
$8,335,987

Expenses & distributions

Benefits paid
$5,443,153
Administrative expenses
$69,749
Total expenses
$5,512,902
Net increase / (decrease)
$2,823,085
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch Pierce Fenner & Smith$39K
    INVESTMENT ADVISOR · Direct $39K
  2. 2
    Empower Annuity Insurance Company O$26.8K
    RECORDKEEPER · Direct $26.8K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$4K
    INVESTMENT MGMT · Direct $4K

What to inspect next

Frequently asked questions

Who sponsors the Intevac, Inc. 401(K) Profit Sharing Plan And Trust?
Intevac, Inc. 401(K) Profit Sharing Plan And Trust is reported as sponsored by Intevac, Inc. (EIN 94-3125814, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Intevac, Inc. 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Intevac, Inc. 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Intevac, Inc. 401(K) Profit Sharing Plan And Trust report?
Intevac, Inc. 401(K) Profit Sharing Plan And Trust reports 261 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Intevac, Inc. 401(K) Profit Sharing Plan And Trust?
Intevac, Inc. 401(K) Profit Sharing Plan And Trust reports $42,763,684 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages