Orchard Therapeutics 401(K) Plan — Form 5500 plan (Orchard Therapeutics North America)

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, Orchard Therapeutics 401(K) Plan is a benefit plan reported by Orchard Therapeutics North America under EIN 81-2354450 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $9,555,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orchard Therapeutics North America
EIN
81-2354450
Plan number
001
Plan type
2
Location
Foster City, CA
Latest filing year
2023
Participants
134
End-of-year plan assets
$9,555,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240725095451NAL0022150256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,555,839
Total liabilities (EOY)
$0
Net assets (EOY)
$9,555,839
Net assets (BOY)
$8,520,391

Income & contributions

Employer contributions
$356,610
Participant contributions
$692,561
Total contributions
$1,094,702
Total income / additions
$2,647,482

Expenses & distributions

Benefits paid
$1,610,304
Administrative expenses
$1,730
Total expenses
$1,612,034
Net increase / (decrease)
$1,035,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$1,730$02023
Fidelity FundsNONE$0$02023
Dimensional FundsNONE$0$02023
Columbia FundsNONE$0$02023
Eaton Vance FundsNONE$0$02023
Prudential FundsNONE$0$02023
Mfs FundsNONE$0$02023
American FundsNONE$0$02023
Jp Morgan FundsNONE$0$02023

Related Form 5500 pages