2023 Form 5500 filing — Eugenus 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 20241003160439NAL0017537984001) for Eugenus 401(K) Plan, reported by Eugenus, Inc. under EIN 90-0440060 and plan number 001. It reports 122 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)$17.4MReported net assets$17,429,528
Participants122
Provider compensation$23.3K2 Schedule C row(s)$23,311
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003160439NAL0017537984001
Plan sponsor
Eugenus, Inc.
EIN
90-0440060
Plan number
001
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$485.7K
Benefits paid / distributions$462.4K
Contributions
Employer$386.6K
Participant$1.3M
Full reported line items
Total assets (EOY)
$17,429,528
Total liabilities (EOY)
$0
Net assets (EOY)
$17,429,528
Employer contributions
$386,589
Participant contributions
$1,283,296
Total income / additions
$3,948,189
Benefits paid
$462,391
Administrative expenses
$23,311
Total expenses
$485,702
Net increase / (decrease)
$3,462,487
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $12.3K
  2. 2
    RECORDKEEPER · Direct $11K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003160439NAL0017537984001 cover?
It is the 2023 Form 5500 filing for Eugenus 401(K) Plan, reported by Eugenus, Inc. (EIN 90-0440060).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages