Plan5500

Penumbra, Inc. 401(K) Plan — Form 5500 plan (Penumbra, Inc.)

Plain-English plan 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, Penumbra, Inc. 401(K) Plan is a benefit plan reported by Penumbra, Inc. under EIN 05-0605598 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,134 participants and $190,497,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penumbra, Inc.
EIN
05-0605598
Plan number
001
Plan type
2
Location
Alameda, CA
Latest filing year
2023
Participants
4,134
End-of-year plan assets
$190,497,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,134H, C20240903145253NAL0010618499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$190,497,079
Total liabilities (EOY)
$0
Net assets (EOY)
$190,497,079
Net assets (BOY)
$138,019,248

Income & contributions

Employer contributions
$6,623,862
Participant contributions
$26,659,297
Total contributions
$35,828,304
Total income / additions
$63,596,296

Expenses & distributions

Benefits paid
$10,594,906
Administrative expenses
$483,212
Total expenses
$11,118,465
Net increase / (decrease)
$52,477,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$300,658$02023
Sageview Advisory Group, LLCINVESTMENT MGMT$117,039not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$65,415not reported in the loaded dataset2023
Gwfs Equities IncOTHER$100not reported in the loaded dataset2023
Gwfs Equities IncOTHER$0$02023

Related Form 5500 pages