2023 Form 5500 filing — Tanvex Biopharma Usa, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008175253NAL0008635523001) for Tanvex Biopharma Usa, Inc. 401(K) Plan, reported by Tanvex Biopharma Usa, Inc. under EIN 27-4486362 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12MReported net assets$11,987,290
Participants199
Provider compensation$52.8K2 Schedule C row(s)$52,763
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008175253NAL0008635523001
- Plan sponsor
- Tanvex Biopharma Usa, Inc.
- EIN
- 27-4486362
- Plan number
- 001
- Location
- San Diego, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,987,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,987,290
- Employer contributions
- $314,356
- Participant contributions
- $1,308,519
- Total income / additions
- $3,442,080
- Benefits paid
- $1,630,082
- Administrative expenses
- $47,143
- Total expenses
- $1,682,239
- Net increase / (decrease)
- $1,759,841
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reilly Financial Advisors LLC | INVESTMENT ADVISOR | $31,930 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,833 | $0 |