Evelo Biosciences, Inc. 401(K) Plan — Form 5500 plan (Evelo Biosciences, 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, Evelo Biosciences, Inc. 401(K) Plan is a benefit plan reported by Evelo Biosciences, Inc. under EIN 46-5594527 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,810,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evelo Biosciences, Inc.
EIN
46-5594527
Plan number
001
Plan type
2
Location
Foxborough, MA
Latest filing year
2023
Participants
142
End-of-year plan assets
$4,810,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240730141312NAL0020182929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,810,186
Total liabilities (EOY)
$0
Net assets (EOY)
$4,810,186
Net assets (BOY)
$6,384,430

Income & contributions

Employer contributions
$152,307
Participant contributions
$628,197
Total contributions
$780,504
Total income / additions
$1,736,438

Expenses & distributions

Benefits paid
$3,287,480
Administrative expenses
$23,202
Total expenses
$3,310,682
Net increase / (decrease)
-$1,574,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Securities LLCADVISOR$16,259not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,943$02023

Related Form 5500 pages