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, Carl Zeiss Vision Inc. 401(K) Plan is a benefit plan reported by Carl Zeiss Vision Inc. under EIN 94-3189941 and plan number 012. The latest loaded filing year is 2023. The filing reports 1,178 participants and $63,516,957 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,516,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,516,957
- Net assets (BOY)
- $57,918,836
Income & contributions
- Employer contributions
- $1,445,014
- Participant contributions
- $3,149,674
- Total contributions
- $4,838,536
- Total income / additions
- $14,840,217
Expenses & distributions
- Benefits paid
- $9,140,019
- Administrative expenses
- $104,945
- Total expenses
- $9,242,096
- Net increase / (decrease)
- $5,598,121