Exagen Inc. 401(K) Plan — Form 5500 plan (Exagen 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, Exagen Inc. 401(K) Plan is a benefit plan reported by Exagen Inc. under EIN 20-0434866 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $13,483,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exagen Inc.
- EIN
- 20-0434866
- Plan number
- 002
- Plan type
- 2
- Location
- Vista, CA
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $13,483,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20240729040045NAL0012220131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,483,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,483,879
- Net assets (BOY)
- $11,308,564
Income & contributions
- Employer contributions
- $892,740
- Participant contributions
- $1,516,650
- Total contributions
- $3,473,673
- Total income / additions
- $5,557,581
Expenses & distributions
- Benefits paid
- $3,321,943
- Administrative expenses
- $60,323
- Total expenses
- $3,382,266
- Net increase / (decrease)
- $2,175,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | INVESTMENT ADVISORY | $29,598 | $6 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,163 | $0 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $10,562 | $5,834 | 2023 |