Atara Bio 401(K) Plan — Form 5500 plan (Atara Biotherapeutics, 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, Atara Bio 401(K) Plan is a benefit plan reported by Atara Biotherapeutics, Inc. under EIN 46-0920988 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $47,834,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atara Biotherapeutics, Inc.
EIN
46-0920988
Plan number
001
Plan type
2
Location
Thousand Oaks, CA
Latest filing year
2023
Participants
666
End-of-year plan assets
$47,834,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023666H, C20241015131124NAL0014692819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,834,581
Total liabilities (EOY)
$0
Net assets (EOY)
$47,834,581
Net assets (BOY)
$36,759,571

Income & contributions

Employer contributions
$1,952,559
Participant contributions
$5,811,354
Total contributions
$8,397,115
Total income / additions
$16,137,105

Expenses & distributions

Benefits paid
$4,971,212
Administrative expenses
$87,215
Total expenses
$5,062,095
Net increase / (decrease)
$11,075,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR$59,864not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,351$02023

Related Form 5500 pages