2023 Form 5500 filing — Takara Bio Usa, Inc. 401(K) 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 20241014150327NAL0045006000001) for Takara Bio Usa, Inc. 401(K) Profit Sharing Plan, reported by Takara Bio, Usa, Inc. under EIN 77-0035190 and plan number 002. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150327NAL0045006000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Takara Bio, Usa, Inc.
- EIN
- 77-0035190
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,239,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,239,559
- Employer contributions
- $1,190,673
- Participant contributions
- $3,552,291
- Total income / additions
- $14,695,506
- Benefits paid
- $5,098,904
- Administrative expenses
- $28,948
- Total expenses
- $5,127,852
- Net increase / (decrease)
- $9,567,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,635 | $0 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $1,500 | not reported in the loaded dataset |
| Aon Risk Insurance Services West In | OTHER | $813 | not reported in the loaded dataset |