Avidity Science Retirement Savings Plan — Form 5500 plan (Avidity Science LLC)

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, Avidity Science Retirement Savings Plan is a benefit plan reported by Avidity Science LLC under EIN 81-1436855 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $43,370,298 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$43.4MPlan net assets, end of year$43,370,298
Participants293Covered participants reported
Assets / participant$148KComputed: assets ÷ participants$148,021 (computed)
Provider compensation$16.9K1 Schedule C provider row(s)$16,892
Plan sponsor
Avidity Science LLC
EIN
81-1436855
Plan number
001
Plan type
2
Location
Waterford, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20240731092144NAL0014177523001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$43.4M total assets
Net assets$43.4MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$735.7K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$43,370,298
Total liabilities (EOY)
$0
Net assets (EOY)
$43,370,298
Net assets (BOY)
$36,723,090

Income & contributions

Employer contributions
$735,736
Participant contributions
$1,747,270
Total contributions
$2,612,993
Total income / additions
$8,936,393

Expenses & distributions

Benefits paid
$2,272,933
Administrative expenses
$16,252
Total expenses
$2,289,185
Net increase / (decrease)
$6,647,208
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$16,892$02023

Related Form 5500 pages