Fate Therapeutics, Inc. 401(K) Pension Plan — Form 5500 plan (Fate Therapeutics, 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, Fate Therapeutics, Inc. 401(K) Pension Plan is a benefit plan reported by Fate Therapeutics, Inc. under EIN 65-1311552 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $28,482,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fate Therapeutics, Inc.
EIN
65-1311552
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
652
End-of-year plan assets
$28,482,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20241001133220NAL0003316915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,482,322
Total liabilities (EOY)
$0
Net assets (EOY)
$28,482,322
Net assets (BOY)
$23,283,650

Income & contributions

Employer contributions
$1,851,853
Participant contributions
$4,396,408
Total contributions
$6,318,577
Total income / additions
$11,152,725

Expenses & distributions

Benefits paid
$5,812,620
Administrative expenses
$135,592
Total expenses
$5,954,053
Net increase / (decrease)
$5,198,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$70,768$02023
Mma SecuritiesADVISOR$64,824not reported in the loaded dataset2023

Related Form 5500 pages