The Optos Inc. 401(K) Plan — Form 5500 plan (Optos 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, The Optos Inc. 401(K) Plan is a benefit plan reported by Optos Inc. under EIN 98-0192728 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $36,254,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optos Inc.
- EIN
- 98-0192728
- Plan number
- 001
- Plan type
- 2
- Location
- Marlborough, MA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $36,254,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241003142556NAL0017849808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,254,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,254,067
- Net assets (BOY)
- $28,798,169
Income & contributions
- Employer contributions
- $593,968
- Participant contributions
- $2,592,481
- Total contributions
- $4,176,231
- Total income / additions
- $9,803,870
Expenses & distributions
- Benefits paid
- $2,318,370
- Administrative expenses
- $29,602
- Total expenses
- $2,347,972
- Net increase / (decrease)
- $7,455,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,602 | $0 | 2023 |