2023 Form 5500 filing — Mission Bio, Inc. Retirement Trust
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 20241015180844NAL0049277360001) for Mission Bio, Inc. Retirement Trust, reported by Mission Bio, Inc. under EIN 46-2503741 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180844NAL0049277360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mission Bio, Inc.
- EIN
- 46-2503741
- Plan number
- 001
- Location
- South San Francisco, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,541,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,541,814
- Employer contributions
- $0
- Participant contributions
- $1,447,326
- Total income / additions
- $2,664,156
- Benefits paid
- $619,828
- Administrative expenses
- $15,359
- Total expenses
- $638,728
- Net increase / (decrease)
- $2,025,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vita Planning Group LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,859 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |