2023 Form 5500 filing — Wuxi Apptec, Inc. 401(K) Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240906133353NAL0001158273001) for Wuxi Apptec, Inc. 401(K) Employee Retirement Plan, reported by Wuxi Apptec, Inc. under EIN 30-0135172 and plan number 001. It reports 2,692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906133353NAL0001158273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wuxi Apptec, Inc.
- EIN
- 30-0135172
- Plan number
- 001
- Location
- Saint Paul, MN
- Participants
- 2,692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,211,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,211,965
- Employer contributions
- $6,357,002
- Participant contributions
- $17,443,373
- Total income / additions
- $47,316,246
- Benefits paid
- $13,408,764
- Administrative expenses
- $297,128
- Total expenses
- $13,713,419
- Net increase / (decrease)
- $33,602,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $297,128 | $4,007 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $60,000 |
| Cbiz Cpas P.C. | ACCOUNTANT | $0 | $14,400 |
| Wuxi Apptec, Inc. | OTHER SERVICES | $0 | $6,197 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |