Pivot Bio 401(K) P/S Plan — Form 5500 plan (Pivot Bio)
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, Pivot Bio 401(K) P/S Plan is a benefit plan reported by Pivot Bio under EIN 27-3803526 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $21,884,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pivot Bio
- EIN
- 27-3803526
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $21,884,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241015185028NAL0030673729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,884,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,884,076
- Net assets (BOY)
- $11,976,332
Income & contributions
- Employer contributions
- $1,872,677
- Participant contributions
- $5,522,445
- Total contributions
- $8,499,476
- Total income / additions
- $11,244,341
Expenses & distributions
- Benefits paid
- $1,248,957
- Administrative expenses
- $72,003
- Total expenses
- $1,336,597
- Net increase / (decrease)
- $9,907,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $14,807 | $5,289 | 2023 |
| Pai | NONE | $0 | $14,300 | 2023 |