J. Craig Venter Institute, Inc. 401(K) Plan — Form 5500 plan (J. Craig Venter Institute, 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, J. Craig Venter Institute, Inc. 401(K) Plan is a benefit plan reported by J. Craig Venter Institute, Inc. under EIN 52-1842938 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $45,751,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. Craig Venter Institute, Inc.
EIN
52-1842938
Plan number
001
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
327
End-of-year plan assets
$45,751,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20240702175256NAL0006141345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,751,135
Total liabilities (EOY)
$0
Net assets (EOY)
$45,751,135
Net assets (BOY)
$40,270,613

Income & contributions

Employer contributions
$340,400
Participant contributions
$1,044,855
Total contributions
$1,476,368
Total income / additions
$8,725,061

Expenses & distributions

Benefits paid
$3,244,607
Administrative expenses
-$1,768
Total expenses
$3,244,539
Net increase / (decrease)
$5,480,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$4,631$02023

Related Form 5500 pages