2023 Form 5500 filing — Alvogen Group Savings Incentive 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 20241014121212NAL0044438464001) for Alvogen Group Savings Incentive Plan, reported by Alvogen Group, Inc. under EIN 26-0557685 and plan number 001. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121212NAL0044438464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alvogen Group, Inc.
- EIN
- 26-0557685
- Plan number
- 001
- Location
- Norwich, NY
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,178,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,178,735
- Employer contributions
- $3,809,027
- Participant contributions
- $5,995,469
- Total income / additions
- $23,656,672
- Benefits paid
- $7,604,554
- Administrative expenses
- -$61,643
- Total expenses
- $7,544,935
- Net increase / (decrease)
- $16,111,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Dermody, Burke & Brown, Cpas, LLC | ACCOUNTANT/AUDITOR | $16,700 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$118,343 | $0 |