2023 Form 5500 filing — Pacific Biosciences Of California, Inc. 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 20241007182025NAL0016577537001) for Pacific Biosciences Of California, Inc. 401(K) Plan, reported by Pacific Biosciences Of California, Inc. under EIN 16-1590339 and plan number 001. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007182025NAL0016577537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Biosciences Of California, Inc.
- EIN
- 16-1590339
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,329,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,329,095
- Participant contributions
- $9,005,962
- Total income / additions
- $21,018,834
- Benefits paid
- $8,310,168
- Administrative expenses
- $96,768
- Total expenses
- $8,409,255
- Net increase / (decrease)
- $12,609,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $55,341 | $0 |
| Sagepoint Financial, Inc. | ADVISOR | $24,108 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $17,319 | $0 |