Retirement plan

IMMUNITYBIO 401(K) PLAN

Name: IMMUNITYBIO, INC. - IMMUNITYBIO 401(K) PLAN (2021) Form 5500
Creator: IMMUNITYBIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMMUNITYBIO 401(K) PLAN, IMMUNITYBIO, INC.

IMMUNITYBIO, INC.EIN 43-1979754Plan #001PY 2021

9920 JEFFERSON BLVD - CULVER CITY, CA 90232310-853-7813immunitybio.comLinkedIn501-1000 employeesbiotechnology

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32.9M

+231.7% from 2020

Total participants

733

+213.2% from 2020

Average account balance

$48,169

+5.5% from 2020

Annual return

214.10%

+192.47 pp from 2020

Benchmarks

See 2,991 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,991 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$70.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

902

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$185

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 37 · EIN 04-2647786	Loan Processing	$44,869
S L REED & COMPANY4 years Service code 27 · EIN 95-4569995	Advisory (Plan)	$29,889

Plan features & details

Pension benefit codes2E2J2K2S3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$75K

$117 / participant

Other / not subdivided$75K100.0%

% of EOY assets

0.228%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,169

$104,336-53.8%

$159,474-69.8%

$86,821-44.5%

Participation rate

92.0%

77.7%+14.3pp

82.8%+9.2pp

72.3%+19.8pp

Annual return

214.10%

26.32%+187.8pp

263.68%-49.6pp

97.94%+116.2pp

Employer contribution / active EE

$2,006

$3,451-41.9%

$4,831-58.5%

$2,406-16.6%

Participant deferral / active EE

$4,790

$6,837-29.9%

$7,353-34.9%

$4,132+15.9%

Admin fee / account holder

$110

$172-36.3%

$10,802-99.0%

$170-35.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 37 · EIN 04-2647786

Loan Processing

$44,869

S L REED & COMPANY4 years

Service code 27 · EIN 95-4569995

Advisory (Plan)

$29,889

IMMUNITYBIO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMMUNITYBIO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion