2023 Form 5500 filing — Athenix Solutions Group, LLC 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 20241120131104NAL0006661712001) for Athenix Solutions Group, LLC 401(K) Plan, reported by Athenix Solutions Group, LLC under EIN 84-4344424 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120131104NAL0006661712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athenix Solutions Group, LLC
- EIN
- 84-4344424
- Plan number
- 001
- Location
- Fulton, MD
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,901,893
- Total liabilities (EOY)
- $6,357
- Net assets (EOY)
- $21,895,536
- Employer contributions
- $1,366,162
- Participant contributions
- $2,974,577
- Total income / additions
- $8,756,127
- Benefits paid
- $5,201,353
- Administrative expenses
- $37,530
- Total expenses
- $5,248,415
- Net increase / (decrease)
- $3,507,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,407 | $0 |
| Charles Schwab & Co. Inc. | NONE | $7,876 | not reported in the loaded dataset |
| Fidelity Investment Ins Op Co LLC | RECORDKEEPER | $5,457 | not reported in the loaded dataset |
| T. Rowe Price Rps, Inc | NONE | $3,790 | not reported in the loaded dataset |