2023 Form 5500 filing — Precigen, Inc. 401k 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 20241010131020NAL0034098480001) for Precigen, Inc. 401k Plan, reported by Precigen, Inc. under EIN 26-0084895 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.6MReported net assets$33,633,514
Participants540
Provider compensation$15K2 Schedule C row(s)$15,033
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010131020NAL0034098480001
Plan sponsor
Precigen, Inc.
EIN
26-0084895
Plan number
001
Location
Germantown, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.6M total assets
Net assets$33.6MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$84.8K
Participant$1.6M
Full reported line items
Total assets (EOY)
$33,633,514
Total liabilities (EOY)
$0
Net assets (EOY)
$33,633,514
Employer contributions
$84,806
Participant contributions
$1,565,248
Total income / additions
$7,133,714
Benefits paid
$2,482,451
Administrative expenses
$11,921
Total expenses
$2,495,001
Net increase / (decrease)
$4,638,713

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
MorningstarSERVICE PROVIDER$2,606$5,112
Voya Retirement Insurance & AnnuityRECORD KEEPER$7,315$0

Related Form 5500 pages