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, Addgene 403(B) Savings And Retirement Plan is a benefit plan reported by Addgene, Inc under EIN 90-0133592 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,768,808 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,768,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,768,808
- Net assets (BOY)
- $4,900,752
Income & contributions
- Employer contributions
- $215,962
- Participant contributions
- $707,170
- Total contributions
- $952,374
- Total income / additions
- $2,010,434
Expenses & distributions
- Benefits paid
- $133,340
- Administrative expenses
- $9,038
- Total expenses
- $142,378
- Net increase / (decrease)
- $1,868,056