2023 Form 5500 filing — Allogene Therapeutics, 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 20240806174836NAL0005791922001) for Allogene Therapeutics, Inc. 401(K) Plan, reported by Allogene Therapeutics, Inc. under EIN 82-3562771 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806174836NAL0005791922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allogene Therapeutics, Inc.
- EIN
- 82-3562771
- Plan number
- 001
- Location
- South San Francisco, CA
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,149,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,149,510
- Employer contributions
- $2,459,350
- Participant contributions
- $5,625,338
- Total income / additions
- $15,178,572
- Benefits paid
- $4,715,847
- Administrative expenses
- -$20,471
- Total expenses
- $4,724,163
- Net increase / (decrease)
- $10,454,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $9,976 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,447 | $0 |