Takara Bio Usa, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Takara Bio, Usa, 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, Takara Bio Usa, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Takara Bio, Usa, Inc. under EIN 77-0035190 and plan number 002. The latest loaded filing year is 2023. The filing reports 393 participants and $57,239,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Takara Bio, Usa, Inc.
- EIN
- 77-0035190
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $57,239,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20241014150327NAL0045006000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,239,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,239,559
- Net assets (BOY)
- $47,671,905
Income & contributions
- Employer contributions
- $1,190,673
- Participant contributions
- $3,552,291
- Total contributions
- $5,690,611
- Total income / additions
- $14,695,506
Expenses & distributions
- Benefits paid
- $5,098,904
- Administrative expenses
- $28,948
- Total expenses
- $5,127,852
- Net increase / (decrease)
- $9,567,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,635 | $0 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset | 2023 |
| Aon Risk Insurance Services West In | OTHER | $813 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Takara Bio, Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Raymond James & Associates Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Aon Risk Insurance Services West In — Schedule C compensation