Mission Bio, Inc. Retirement Trust — Form 5500 plan (Mission Bio, 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, Mission Bio, Inc. Retirement Trust is a benefit plan reported by Mission Bio, Inc. under EIN 46-2503741 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $6,541,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mission Bio, Inc.
- EIN
- 46-2503741
- Plan number
- 001
- Plan type
- 2
- Location
- South San Francisco, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $6,541,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015180844NAL0049277360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,541,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,541,814
- Net assets (BOY)
- $4,516,386
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,447,326
- Total contributions
- $1,631,392
- Total income / additions
- $2,664,156
Expenses & distributions
- Benefits paid
- $619,828
- Administrative expenses
- $15,359
- Total expenses
- $638,728
- Net increase / (decrease)
- $2,025,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vita Planning Group LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,859 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mission Bio, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in South San Francisco, CA
- Vita Planning Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation