Plan5500

Avet Pharma 401(K) Plan — Form 5500 plan (Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc)

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, Avet Pharma 401(K) Plan is a benefit plan reported by Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc under EIN 26-4613066 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $13,334,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc
EIN
26-4613066
Plan number
001
Plan type
2
Location
East Brunswick, NJ
Latest filing year
2023
Participants
207
End-of-year plan assets
$13,334,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241014143524NAL0015115411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,334,556
Total liabilities (EOY)
$0
Net assets (EOY)
$13,334,556
Net assets (BOY)
$10,417,588

Income & contributions

Employer contributions
$642,076
Participant contributions
$1,561,448
Total contributions
$2,210,899
Total income / additions
$4,236,110

Expenses & distributions

Benefits paid
$1,242,161
Administrative expenses
$76,981
Total expenses
$1,319,142
Net increase / (decrease)
$2,916,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesADVISOR$50,044not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,603not reported in the loaded dataset2023

Related Form 5500 pages