Abzena 401(K) Plan — Form 5500 plan (Abzena San Diego 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, Abzena 401(K) Plan is a benefit plan reported by Abzena San Diego Inc. under EIN 73-1731905 and plan number 001. The latest loaded filing year is 2023. The filing reports 625 participants and $19,405,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abzena San Diego Inc.
- EIN
- 73-1731905
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $19,405,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241008084619NAL0016348657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,405,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,405,753
- Net assets (BOY)
- $16,753,312
Income & contributions
- Employer contributions
- $887,801
- Participant contributions
- $3,117,842
- Total contributions
- $4,799,631
- Total income / additions
- $8,063,901
Expenses & distributions
- Benefits paid
- $5,279,327
- Administrative expenses
- $99,042
- Total expenses
- $5,411,460
- Net increase / (decrease)
- $2,652,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aurora Private Wealth Inc | ADVISOR | $54,834 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,898 | $0 | 2023 |