Plan5500

Vivex Biologics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vivex Biologics, 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, Vivex Biologics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vivex Biologics, Inc. under EIN 46-1175674 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $9,610,602 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.6MPlan net assets, end of year$9,610,602
Participants386Covered participants reported
Assets / participant$24.9KComputed: assets ÷ participants$24,898 (computed)
Provider compensationNone reported4 Schedule C provider row(s)
Plan sponsor
Vivex Biologics, Inc.
EIN
46-1175674
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    386 participants · 2Sch HSch C
    View filing →
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)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$755.1K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$9,610,602
Total liabilities (EOY)
$0
Net assets (EOY)
$9,610,602
Net assets (BOY)
$7,238,936

Income & contributions

Employer contributions
$755,051
Participant contributions
$1,277,083
Total contributions
$2,211,214
Total income / additions
$3,575,556

Expenses & distributions

Benefits paid
$1,148,841
Administrative expenses
$55,049
Total expenses
$1,203,890
Net increase / (decrease)
$2,371,666
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.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group$0
    RECORDKEEPER · Direct $0
  2. 2
    Lpl Financial$0
    ADVISORY FEE · Direct $0
  3. 3
    Future Plan Byascensus.$0
    TPA · Direct $0
  4. 4
    Ascensus LLC$0
    RECORDKEEPER · Direct $0

Related Form 5500 pages