Ionis Pharmaceuticals 401(K) Plan — Form 5500 plan (Ionis Pharmaceuticals, 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, Ionis Pharmaceuticals 401(K) Plan is a benefit plan reported by Ionis Pharmaceuticals, Inc. under EIN 33-0336973 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,202 participants and $254,811,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ionis Pharmaceuticals, Inc.
EIN
33-0336973
Plan number
001
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
1,202
End-of-year plan assets
$254,811,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,202H, C20240919145528NAL0012966466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,811,590
Total liabilities (EOY)
$0
Net assets (EOY)
$254,811,590
Net assets (BOY)
$195,052,138

Income & contributions

Employer contributions
$7,607,127
Participant contributions
$15,450,122
Total contributions
$27,864,915
Total income / additions
$72,369,671

Expenses & distributions

Benefits paid
$12,596,675
Administrative expenses
$4,992
Total expenses
$12,610,219
Net increase / (decrease)
$59,759,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Light Retirement LLCADVISOR$104,796not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$99,771$02023

Related Form 5500 pages