Exela Pharma Sciences, LLC 401(K) Safe Harbor Plan — Form 5500 plan (Exela Pharma Sciences, LLC)

Plain-English plan 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, Exela Pharma Sciences, LLC 401(K) Safe Harbor Plan is a benefit plan reported by Exela Pharma Sciences, LLC under EIN 26-2756751 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $12,122,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exela Pharma Sciences, LLC
EIN
26-2756751
Plan number
001
Plan type
2
Location
Lenoir, NC
Latest filing year
2023
Participants
472
End-of-year plan assets
$12,122,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023472H, C20240731053622NAL0014049571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,122,957
Total liabilities (EOY)
$0
Net assets (EOY)
$12,122,957
Net assets (BOY)
$8,894,842

Income & contributions

Employer contributions
$829,497
Participant contributions
$1,595,305
Total contributions
$2,483,843
Total income / additions
$4,312,011

Expenses & distributions

Benefits paid
$1,018,037
Administrative expenses
$65,751
Total expenses
$1,083,896
Net increase / (decrease)
$3,228,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$57,786$02023
Adp, Inc.RECORD KEEPER$7,965$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages