2023 Form 5500 filing — Aphena Pharma Solutions 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924051523NAL0004498707001) for Aphena Pharma Solutions 401(K) Plan, reported by Aphena Pharma Solutions Holdings under EIN 20-8781790 and plan number 001. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924051523NAL0004498707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aphena Pharma Solutions Holdings
- EIN
- 20-8781790
- Plan number
- 001
- Location
- Cookeville, TN
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,843,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,843,031
- Employer contributions
- $212,407
- Participant contributions
- $689,940
- Total income / additions
- $3,431,688
- Benefits paid
- $2,865,768
- Administrative expenses
- $72,676
- Total expenses
- $2,952,787
- Net increase / (decrease)
- $478,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $44,676 | $0 |
| Rothschild Investment Corporation | INVESTMENT/FINANCIAL ADVI | $27,999 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |