Promega Salary Deferral Profit Sharing Plan — Form 5500 plan (Promega Corporation)

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, Promega Salary Deferral Profit Sharing Plan is a benefit plan reported by Promega Corporation under EIN 39-1388811 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,762 participants and $342,426,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Promega Corporation
EIN
39-1388811
Plan number
004
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
1,762
End-of-year plan assets
$342,426,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,762H, C20241004160105NAL0006832339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$342,426,018
Total liabilities (EOY)
$0
Net assets (EOY)
$342,426,018
Net assets (BOY)
$273,225,694

Income & contributions

Employer contributions
$5,828,564
Participant contributions
$18,017,738
Total contributions
$28,469,997
Total income / additions
$89,351,602

Expenses & distributions

Benefits paid
$19,946,823
Administrative expenses
$200,979
Total expenses
$20,151,278
Net increase / (decrease)
$69,200,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$51,976not reported in the loaded dataset2023
Lpl Holdings, IncCONSULTANT/ADVISOR$12,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$45,716$02023

Related Form 5500 pages