Immunitybio 401(K) Plan — Form 5500 plan (Immunitybio, 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, Immunitybio 401(K) Plan is a benefit plan reported by Immunitybio, Inc. under EIN 43-1979754 and plan number 001. The latest loaded filing year is 2023. The filing reports 871 participants and $54,490,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Immunitybio, Inc.
EIN
43-1979754
Plan number
001
Plan type
2
Location
Culver City, CA
Latest filing year
2023
Participants
871
End-of-year plan assets
$54,490,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023871H, C20250331163824NAL0003412627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,490,279
Total liabilities (EOY)
$0
Net assets (EOY)
$54,490,279
Net assets (BOY)
$37,808,267

Income & contributions

Employer contributions
$2,792,252
Participant contributions
$7,200,256
Total contributions
$12,350,638
Total income / additions
$20,268,663

Expenses & distributions

Benefits paid
$3,453,687
Administrative expenses
$99,743
Total expenses
$3,586,651
Net increase / (decrease)
$16,682,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
S L Reed & CompanyADVISOR$83,770not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,973$02023

Related Form 5500 pages