2023 Form 5500 filing — Avet Pharma 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 20241014143524NAL0015115411001) for Avet Pharma 401(K) Plan, reported by Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc under EIN 26-4613066 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143524NAL0015115411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc
- EIN
- 26-4613066
- Plan number
- 001
- Location
- East Brunswick, NJ
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,334,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,334,556
- Employer contributions
- $642,076
- Participant contributions
- $1,561,448
- Total income / additions
- $4,236,110
- Benefits paid
- $1,242,161
- Administrative expenses
- $76,981
- Total expenses
- $1,319,142
- Net increase / (decrease)
- $2,916,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $50,044 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,603 | not reported in the loaded dataset |