Pacific Biosciences Of California, Inc. 401(K) Plan — Form 5500 plan (Pacific Biosciences Of California, Inc.)

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, Pacific Biosciences Of California, Inc. 401(K) Plan is a benefit plan reported by Pacific Biosciences Of California, Inc. under EIN 16-1590339 and plan number 001. The latest loaded filing year is 2023. The filing reports 856 participants and $66,329,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Biosciences Of California, Inc.
EIN
16-1590339
Plan number
001
Plan type
2
Location
Menlo Park, CA
Latest filing year
2023
Participants
856
End-of-year plan assets
$66,329,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023856H, C20241007182025NAL0016577537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,329,095
Total liabilities (EOY)
$0
Net assets (EOY)
$66,329,095
Net assets (BOY)
$53,719,516

Income & contributions

Participant contributions
$9,005,962
Total contributions
$9,866,011
Total income / additions
$21,018,834

Expenses & distributions

Benefits paid
$8,310,168
Administrative expenses
$96,768
Total expenses
$8,409,255
Net increase / (decrease)
$12,609,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$55,341$02023
Sagepoint Financial, Inc.ADVISOR$24,108not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$17,319$02023

Related Form 5500 pages