Calyx 401(K) Plan — Form 5500 plan (Perceptive Informatics, LLC D/B/A Calyx)

Plain-English plan 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, Calyx 401(K) Plan is a benefit plan reported by Perceptive Informatics, LLC D/B/A Calyx under EIN 04-3517642 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $70,181,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perceptive Informatics, LLC D/B/A Calyx
EIN
04-3517642
Plan number
001
Plan type
2
Location
Morrisville, NC
Latest filing year
2023
Participants
602
End-of-year plan assets
$70,181,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023602H, C20241011023249NAL0022029809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,181,268
Total liabilities (EOY)
$0
Net assets (EOY)
$70,181,268
Net assets (BOY)
$61,348,644

Income & contributions

Employer contributions
$1,858,545
Participant contributions
$4,441,720
Total contributions
$6,753,780
Total income / additions
$18,747,480

Expenses & distributions

Benefits paid
$9,865,362
Administrative expenses
$48,823
Total expenses
$9,914,856
Net increase / (decrease)
$8,832,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,323$02023
Pension AssuranceACCOUNTANT/AUDITOR$18,500not reported in the loaded dataset2023

Related Form 5500 pages