2023 Form 5500 filing — Translational Genomics Research Institute 401(K) 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 20241001135956NAL0004082851001) for Translational Genomics Research Institute 401(K) Plan, reported by The Translational Genomics Research Institute under EIN 75-3065445 and plan number 001. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47MReported net assets$47,022,552
Participants500
Provider compensation$86.2K2 Schedule C row(s)$86,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001135956NAL0004082851001
- Plan sponsor
- The Translational Genomics Research Institute
- EIN
- 75-3065445
- Plan number
- 001
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47M total assets
Net assets$47MLiabilities$0
Full reported line items
- Total assets (EOY)
- $47,022,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,022,552
- Employer contributions
- $1,778,247
- Participant contributions
- $2,992,012
- Total income / additions
- $12,009,976
- Benefits paid
- $2,376,282
- Administrative expenses
- $86,157
- Total expenses
- $2,462,439
- Net increase / (decrease)
- $9,547,537
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc Dba Hewitt Assoc | OTHER | $52,325 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $33,832 | $0 |