2023 Form 5500 filing — Exagen Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729040045NAL0012220131001) for Exagen Inc. 401(K) Plan, reported by Exagen Inc. under EIN 20-0434866 and plan number 002. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729040045NAL0012220131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exagen Inc.
- EIN
- 20-0434866
- Plan number
- 002
- Location
- Vista, CA
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,483,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,483,879
- Employer contributions
- $892,740
- Participant contributions
- $1,516,650
- Total income / additions
- $5,557,581
- Benefits paid
- $3,321,943
- Administrative expenses
- $60,323
- Total expenses
- $3,382,266
- Net increase / (decrease)
- $2,175,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | INVESTMENT ADVISORY | $29,598 | $6 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,163 | $0 |
| Ascensus | CONTRACT ADMINISTRATOR | $10,562 | $5,834 |