2023 Form 5500 filing — Geron 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 20241219151843NAL0002860499001) for Geron 401(K) Plan, reported by Geron Corporation under EIN 75-2287752 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219151843NAL0002860499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geron Corporation
- EIN
- 75-2287752
- Plan number
- 001
- Location
- Foster City, CA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,565,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,565,221
- Employer contributions
- $1,093,683
- Participant contributions
- $2,639,686
- Total income / additions
- $11,578,001
- Benefits paid
- $7,873,768
- Administrative expenses
- $59,442
- Total expenses
- $7,933,210
- Net increase / (decrease)
- $3,644,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | RECORDKEEPER/OTHER | $43,014 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,428 | $0 |
| Global Retirement Partners LLC | ADVISOR | $7,500 | not reported in the loaded dataset |