Incyte Diagnostics Retirement Plan — Form 5500 plan (Incyte Pathology, Ps)

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, Incyte Diagnostics Retirement Plan is a benefit plan reported by Incyte Pathology, Ps under EIN 91-0845805 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $59,049,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Incyte Pathology, Ps
EIN
91-0845805
Plan number
001
Plan type
2
Location
Spokane Valley, WA
Latest filing year
2023
Participants
615
End-of-year plan assets
$59,049,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20241010081111NAL0019779361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,049,190
Total liabilities (EOY)
$6,399
Net assets (EOY)
$59,042,791
Net assets (BOY)
$49,663,522

Income & contributions

Employer contributions
$1,175,737
Participant contributions
$2,269,914
Total contributions
$4,874,470
Total income / additions
$15,155,431

Expenses & distributions

Benefits paid
$5,613,146
Administrative expenses
$163,016
Total expenses
$5,776,162
Net increase / (decrease)
$9,379,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Randall & Hurley, IncNONE$59,197$02023
Ten CapitalINVESTMENT ADVISOR$36,599not reported in the loaded dataset2023
Equitable Advisors, LLCINVESTMENT ADVISOR$24,377not reported in the loaded dataset2023
Cambridge Investment ResearchINVESTMENT ADVISOR$16,079not reported in the loaded dataset2023
Churchill Management GroupINVESTMENT ADVISOR$10,070not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$9,964$02023
Mikkola, Small, Minard Wealth MgmtINVESTMENT ADVISOR$9,613not reported in the loaded dataset2023
PathstoneINVESTMENT ADVISOR$8,869not reported in the loaded dataset2023

Related Form 5500 pages