2023 Form 5500 filing — Promega Salary Deferral Profit Sharing 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 20241004160105NAL0006832339001) for Promega Salary Deferral Profit Sharing Plan, reported by Promega Corporation under EIN 39-1388811 and plan number 004. It reports 1,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160105NAL0006832339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Promega Corporation
- EIN
- 39-1388811
- Plan number
- 004
- Location
- Madison, WI
- Participants
- 1,762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $342,426,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $342,426,018
- Employer contributions
- $5,828,564
- Participant contributions
- $18,017,738
- Total income / additions
- $89,351,602
- Benefits paid
- $19,946,823
- Administrative expenses
- $200,979
- Total expenses
- $20,151,278
- Net increase / (decrease)
- $69,200,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $51,976 | not reported in the loaded dataset |
| Lpl Holdings, Inc | CONSULTANT/ADVISOR | $12,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$45,716 | $0 |