Plan5500

Apellis Pharmaceuticals, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Apellis Pharmaceuticals, Inc. (EIN 27-1537290) is a plan sponsor located in Waltham, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1537290
Location
Waltham, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Apellis Pharmaceuticals, Inc.

  • 2 loaded plans hold $65M in reported assets.
  • The largest, Apellis Pharmaceuticals, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,487 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65MSummed across loaded plans$65,013,917
Total reported assets$65M$65,013,917
Total reported participants1.5K1,487
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65M total assets
Net assets$65MLiabilities$0
Contributions & income
Employer contributions$5.6M
Participant contributions$12.8M
Total income / additions$33.3M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.2M
Net increase / (decrease)$24.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Apellis Pharmaceuticals, Inc. 401(K) Plan
Participants per plan744Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apellis Pharmaceuticals, Inc. 401(K) Plan$65M
    Plan #001 · 797 participants · 2023
  2. 2
    Apellis Pharmaceuticals, Inc. Employee Benefit Plansnot reported in the loaded dataset
    Plan #501 · 690 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Apellis Pharmaceuticals, Inc.. Open one for its full reported snapshot.

  1. 2023
    Apellis Pharmaceuticals, Inc. Employee Benefit Plans690 participants · 2No schedules
    View filing →
  2. 2023
    Apellis Pharmaceuticals, Inc. 401(K) Plan797 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Apellis Pharmaceuticals, Inc. report on Form 5500?
Apellis Pharmaceuticals, Inc. (EIN 27-1537290) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Apellis Pharmaceuticals, Inc.?
The Employer Identification Number (EIN) reported for Apellis Pharmaceuticals, Inc. is 27-1537290.
What is the latest Form 5500 filing year for Apellis Pharmaceuticals, Inc.?
The latest loaded Form 5500 filing year for Apellis Pharmaceuticals, Inc. is 2023.

Related Form 5500 pages