Trans Ova Genetics L.C. 401(K) Savings Plan — Form 5500 plan (Trans Ova Genetics L.C.)
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, Trans Ova Genetics L.C. 401(K) Savings Plan is a benefit plan reported by Trans Ova Genetics L.C. under EIN 86-1077454 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $25,446,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trans Ova Genetics L.C.
- EIN
- 86-1077454
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Center, IA
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $25,446,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241001160038NAL0007068497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,446,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,446,759
- Net assets (BOY)
- $20,580,631
Income & contributions
- Employer contributions
- $665,510
- Participant contributions
- $1,891,522
- Total contributions
- $2,679,440
- Total income / additions
- $6,503,492
Expenses & distributions
- Benefits paid
- $1,558,500
- Administrative expenses
- $78,864
- Total expenses
- $1,637,364
- Net increase / (decrease)
- $4,866,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,864 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $33,000 | 2023 |