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XYZAGEN, INC. — XYZAGEN, INC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930193515NAL0005652835001
XYZAGEN, INC.
Form 5500-SF
FILING_RECEIVED
XYZAGEN, INC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$562K
Net assets (EOY)
$562K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
XYZAGEN, INC.
.
Find decision makers
Plan sponsor
Name
XYZAGEN, INC.
EIN
82-4456948
Address
5511 NC HIGHWAY 902 · PITTSBORO, NC · 27312
Phone
(919) 812-8119
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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