Allogene Therapeutics, Inc. 401(K) Plan — Form 5500 plan (Allogene Therapeutics, 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, Allogene Therapeutics, Inc. 401(K) Plan is a benefit plan reported by Allogene Therapeutics, Inc. under EIN 82-3562771 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $36,149,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allogene Therapeutics, Inc.
EIN
82-3562771
Plan number
001
Plan type
2
Location
South San Francisco, CA
Latest filing year
2023
Participants
453
End-of-year plan assets
$36,149,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20240806174836NAL0005791922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,149,510
Total liabilities (EOY)
$0
Net assets (EOY)
$36,149,510
Net assets (BOY)
$25,695,101

Income & contributions

Employer contributions
$2,459,350
Participant contributions
$5,625,338
Total contributions
$9,114,525
Total income / additions
$15,178,572

Expenses & distributions

Benefits paid
$4,715,847
Administrative expenses
-$20,471
Total expenses
$4,724,163
Net increase / (decrease)
$10,454,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$9,976not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$30,447$02023

Related Form 5500 pages