Codexis, Inc. 401(K) Plan — Form 5500 plan (Codexis, 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, Codexis, Inc. 401(K) Plan is a benefit plan reported by Codexis, Inc. under EIN 71-0872999 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $46,912,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Codexis, Inc.
EIN
71-0872999
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
408
End-of-year plan assets
$46,912,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20240930121658NAL0003231379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,912,123
Total liabilities (EOY)
$0
Net assets (EOY)
$46,912,123
Net assets (BOY)
$38,642,274

Income & contributions

Employer contributions
$1,657,746
Participant contributions
$3,561,770
Total contributions
$6,049,975
Total income / additions
$14,189,233

Expenses & distributions

Benefits paid
$5,815,693
Administrative expenses
$103,121
Total expenses
$5,919,384
Net increase / (decrease)
$8,269,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR/INVESTMENT ADVIS$77,662not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,465not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,994$02023

Related Form 5500 pages