2023 Form 5500 filing — Ataraxis, Inc. Retirement 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 20241015124148NAL0029660737001) for Ataraxis, Inc. Retirement Savings Plan, reported by Ataraxis, Inc. under EIN 26-4786697 and plan number 001. It reports 2,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124148NAL0029660737001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ataraxis, Inc.
- EIN
- 26-4786697
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 2,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,272,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,272,121
- Employer contributions
- $2,094,878
- Participant contributions
- $5,057,515
- Total income / additions
- $13,036,460
- Benefits paid
- $3,152,195
- Administrative expenses
- $439,235
- Total expenses
- $3,641,941
- Net increase / (decrease)
- $9,394,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $190,410 | not reported in the loaded dataset |
| Clear Creek Financial Management, L | NONE | $138,225 | not reported in the loaded dataset |
| Uhy Llp | NONE | $90,882 | not reported in the loaded dataset |
| Atx Peo Services, Inc. | NONE | $13,793 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,189 | $0 |