Ataraxis, Inc. Retirement Savings Plan — Form 5500 plan (Ataraxis, 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, Ataraxis, Inc. Retirement Savings Plan is a benefit plan reported by Ataraxis, Inc. under EIN 26-4786697 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,233 participants and $34,272,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ataraxis, Inc.
- EIN
- 26-4786697
- Plan number
- 001
- Plan type
- 3
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 2,233
- End-of-year plan assets
- $34,272,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,233 | H, C | 20241015124148NAL0029660737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,272,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,272,121
- Net assets (BOY)
- $24,248,706
Income & contributions
- Employer contributions
- $2,094,878
- Participant contributions
- $5,057,515
- Total contributions
- $7,475,452
- Total income / additions
- $13,036,460
Expenses & distributions
- Benefits paid
- $3,152,195
- Administrative expenses
- $439,235
- Total expenses
- $3,641,941
- Net increase / (decrease)
- $9,394,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $190,410 | not reported in the loaded dataset | 2023 |
| Clear Creek Financial Management, L | NONE | $138,225 | not reported in the loaded dataset | 2023 |
| Uhy Llp | NONE | $90,882 | not reported in the loaded dataset | 2023 |
| Atx Peo Services, Inc. | NONE | $13,793 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,189 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ataraxis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Ameritas Life Insurance Corp — Schedule C compensation
- Clear Creek Financial Management, L — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Atx Peo Services, Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation