Plan5500

Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lolly Therapeutics LLC)

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, Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lolly Therapeutics LLC under EIN 46-4687452 and plan number 001. The latest loaded filing year is 2023. The filing reports 98 participants and $981,973 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$982KPlan net assets, end of year$981,973
Participants98Covered participants reported
Assets / participant$10KComputed: assets ÷ participants$10,020 (computed)
Provider compensationNone reported
Plan sponsor
Lolly Therapeutics LLC
EIN
46-4687452
Plan number
001
Plan type
2
Location
Mooresville, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    98 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$982K total assets
Net assets$982KLiabilities$0
Money in vs. money out
Total income / additions$372.4K
Total expenses$176.8K
Benefits paid / distributions$173.6K
Contributions
Employer$0
Participant$224.4K
Full reported line items

Net assets

Total assets (EOY)
$981,973
Total liabilities (EOY)
$0
Net assets (EOY)
$981,973
Net assets (BOY)
$786,432

Income & contributions

Employer contributions
$0
Participant contributions
$224,441
Total contributions
$226,729
Total income / additions
$372,384

Expenses & distributions

Benefits paid
$173,615
Administrative expenses
$3,228
Total expenses
$176,843
Net increase / (decrease)
$195,541
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust?
Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust is reported as sponsored by Lolly Therapeutics LLC (EIN 46-4687452, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust report?
Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust reports 98 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust?
Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust reports $981,973 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages