2023 Form 5500 filing — Phenomebio 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 20241011140517NAL0012571155001) for Phenomebio Inc. 401(K) Plan, reported by Phenomebio Inc. under EIN 35-2415390 and plan number 001. It reports 388 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)$16.9MReported net assets$16,861,329

Participants388

Provider compensation$57.1K2 Schedule C row(s)$57,144

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011140517NAL0012571155001
Plan sponsor: Phenomebio Inc.
EIN: 35-2415390
Plan number: 001
Location: Emeryville, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$16.9M total assets

Net assets$16.9MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$15.2M

Benefits paid / distributions$15M

Contributions

Employer$963.8K

Participant$2.3M

Full reported line items

Total assets (EOY): $16,861,329
Total liabilities (EOY): $0
Net assets (EOY): $16,861,329
Employer contributions: $963,779
Participant contributions: $2,266,945
Total income / additions: $6,819,946
Benefits paid: $15,026,160
Administrative expenses: $57,144
Total expenses: $15,163,668
Net increase / (decrease): -$8,343,722

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$57.1K
RECORDKEEPER · Direct $57.1K · Indirect $0
2
Empower Advisory Group, LLC$0
INVESTMENT MGMT · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011140517NAL0012571155001 cover?: It is the 2023 Form 5500 filing for Phenomebio Inc. 401(K) Plan, reported by Phenomebio Inc. (EIN 35-2415390).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).