2023 Form 5500 filing — Trans Ova Genetics L.C. 401(K) Savings 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 20241001160038NAL0007068497001) for Trans Ova Genetics L.C. 401(K) Savings Plan, reported by Trans Ova Genetics L.C. under EIN 86-1077454 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160038NAL0007068497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trans Ova Genetics L.C.
- EIN
- 86-1077454
- Plan number
- 001
- Location
- Sioux Center, IA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,446,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,446,759
- Employer contributions
- $665,510
- Participant contributions
- $1,891,522
- Total income / additions
- $6,503,492
- Benefits paid
- $1,558,500
- Administrative expenses
- $78,864
- Total expenses
- $1,637,364
- Net increase / (decrease)
- $4,866,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,864 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $33,000 |