2023 Form 5500 filing — Natera 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 20250410170439NAL0024643409001) for Natera 401(K) Plan, reported by Natera under EIN 01-0894487 and plan number 001. It reports 3,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410170439NAL0024643409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natera
- EIN
- 01-0894487
- Plan number
- 001
- Location
- San Carlos, CA
- Participants
- 3,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,011,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,011,757
- Employer contributions
- $8,578,925
- Participant contributions
- $31,584,041
- Total income / additions
- $80,493,237
- Benefits paid
- $13,409,434
- Administrative expenses
- $80,270
- Total expenses
- $13,524,872
- Net increase / (decrease)
- $66,968,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | PLAN ADMINISTRATOR | $60,532 | not reported in the loaded dataset |
| Pw Partners LLC | ACCOUNTANT/AUDITOR | $39,278 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,539 | $0 |