Athenix Solutions Group, LLC 401(K) Plan — Form 5500 plan (Athenix Solutions Group, 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, Athenix Solutions Group, LLC 401(K) Plan is a benefit plan reported by Athenix Solutions Group, LLC under EIN 84-4344424 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $21,901,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athenix Solutions Group, LLC
- EIN
- 84-4344424
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MD
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $21,901,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241120131104NAL0006661712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,901,893
- Total liabilities (EOY)
- $6,357
- Net assets (EOY)
- $21,895,536
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,366,162
- Participant contributions
- $2,974,577
- Total contributions
- $5,802,388
- Total income / additions
- $8,756,127
Expenses & distributions
- Benefits paid
- $5,201,353
- Administrative expenses
- $37,530
- Total expenses
- $5,248,415
- Net increase / (decrease)
- $3,507,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,407 | $0 | 2023 |
| Charles Schwab & Co. Inc. | NONE | $7,876 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Ins Op Co LLC | RECORDKEEPER | $5,457 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Rps, Inc | NONE | $3,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athenix Solutions Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Fulton, MD
- Principal Life Insurance Company — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation
- Fidelity Investment Ins Op Co LLC — Schedule C compensation
- T. Rowe Price Rps, Inc — Schedule C compensation