2023 Form 5500 filing — Avet Pharma 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 20241014143524NAL0015115411001) for Avet Pharma 401(K) Plan, reported by Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc under EIN 26-4613066 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.3MReported net assets$13,334,556
Participants207
Provider compensation$72.6K2 Schedule C row(s)$72,647
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143524NAL0015115411001
- Plan sponsor
- Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc
- EIN
- 26-4613066
- Plan number
- 001
- Location
- East Brunswick, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,334,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,334,556
- Employer contributions
- $642,076
- Participant contributions
- $1,561,448
- Total income / additions
- $4,236,110
- Benefits paid
- $1,242,161
- Administrative expenses
- $76,981
- Total expenses
- $1,319,142
- Net increase / (decrease)
- $2,916,968
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $50,044 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,603 | not reported in the loaded dataset |