2023 Form 5500 filing — Xoma Deferred 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 20241009163828NAL0009408835001) for Xoma Deferred Savings Plan, reported by Xoma Corporation under EIN 52-2154066 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009163828NAL0009408835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xoma Corporation
- EIN
- 52-2154066
- Plan number
- 001
- Location
- Emeryville, CA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,000,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,000,725
- Employer contributions
- $118,040
- Participant contributions
- $253,405
- Total income / additions
- $3,674,647
- Benefits paid
- $3,082,290
- Administrative expenses
- $106,957
- Total expenses
- $3,189,247
- Net increase / (decrease)
- $485,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocaton Investment Advisors LLC | NONE | $41,898 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,637 | $0 |
| Withum Smith+Brown, Pc | NONE | $17,160 | not reported in the loaded dataset |