Wuxi Apptec, Inc. 401(K) Employee Retirement Plan — Form 5500 plan (Wuxi Apptec, 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, Wuxi Apptec, Inc. 401(K) Employee Retirement Plan is a benefit plan reported by Wuxi Apptec, Inc. under EIN 30-0135172 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,692 participants and $147,211,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wuxi Apptec, Inc.
- EIN
- 30-0135172
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 2,692
- End-of-year plan assets
- $147,211,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,692 | H, C | 20240906133353NAL0001158273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,211,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,211,965
- Net assets (BOY)
- $113,609,138
Income & contributions
- Employer contributions
- $6,357,002
- Participant contributions
- $17,443,373
- Total contributions
- $25,620,208
- Total income / additions
- $47,316,246
Expenses & distributions
- Benefits paid
- $13,408,764
- Administrative expenses
- $297,128
- Total expenses
- $13,713,419
- Net increase / (decrease)
- $33,602,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $297,128 | $4,007 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $60,000 | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT | $0 | $14,400 | 2023 |
| Wuxi Apptec, Inc. | OTHER SERVICES | $0 | $6,197 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wuxi Apptec, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Saint Paul, MN
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Wuxi Apptec, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation