Neozene 401(K) Plan — Form 5500 plan (Neozene, 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, Neozene 401(K) Plan is a benefit plan reported by Neozene, Inc. under EIN 45-3173644 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $1,597,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neozene, Inc.
EIN
45-3173644
Plan number
001
Plan type
2
Location
Lathrop, CA
Latest filing year
2023
Participants
280
End-of-year plan assets
$1,597,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241018115207NAL0055003024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,597,861
Total liabilities (EOY)
$0
Net assets (EOY)
$1,597,861
Net assets (BOY)
$1,172,864

Income & contributions

Employer contributions
$113
Participant contributions
$451,878
Total contributions
$545,261
Total income / additions
$795,537

Expenses & distributions

Benefits paid
$358,221
Administrative expenses
$12,319
Total expenses
$370,540
Net increase / (decrease)
$424,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$12,319not reported in the loaded dataset2023

Related Form 5500 pages