Opto 22 Money Purchase Pension Plan And Trust — Form 5500 plan (Opto 22)
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, Opto 22 Money Purchase Pension Plan And Trust is a benefit plan reported by Opto 22 under EIN 95-2896389 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $21,702,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opto 22
- EIN
- 95-2896389
- Plan number
- 001
- Plan type
- 2
- Location
- Temecula, CA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $21,702,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20250203181718NAL0007035649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,702,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,702,131
- Net assets (BOY)
- $20,520,728
Income & contributions
- Employer contributions
- $691,418
- Total contributions
- $691,418
- Total income / additions
- $2,981,803
Expenses & distributions
- Benefits paid
- $1,732,669
- Administrative expenses
- $67,731
- Total expenses
- $1,800,400
- Net increase / (decrease)
- $1,181,403
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | TRUSTEE | $39,983 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | CONSULTANT | $27,503 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $245 | $0 | 2023 |