Tanvex Biopharma Usa, Inc. 401(K) Plan — Form 5500 plan (Tanvex Biopharma Usa, 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, Tanvex Biopharma Usa, Inc. 401(K) Plan is a benefit plan reported by Tanvex Biopharma Usa, Inc. under EIN 27-4486362 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $11,987,290 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12MPlan net assets, end of year$11,987,290
Participants199Covered participants reported
Assets / participant$60.2KComputed: assets ÷ participants$60,238 (computed)
Provider compensation$52.8K2 Schedule C provider row(s)$52,763
- Plan sponsor
- Tanvex Biopharma Usa, Inc.
- EIN
- 27-4486362
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241008175253NAL0008635523001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,987,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,987,290
- Net assets (BOY)
- $10,227,449
Income & contributions
- Employer contributions
- $314,356
- Participant contributions
- $1,308,519
- Total contributions
- $1,736,566
- Total income / additions
- $3,442,080
Expenses & distributions
- Benefits paid
- $1,630,082
- Administrative expenses
- $47,143
- Total expenses
- $1,682,239
- Net increase / (decrease)
- $1,759,841
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reilly Financial Advisors LLC | INVESTMENT ADVISOR | $31,930 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,833 | $0 | 2023 |