Aphena Pharma Solutions 401(K) Plan — Form 5500 plan (Aphena Pharma Solutions Holdings)
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, Aphena Pharma Solutions 401(K) Plan is a benefit plan reported by Aphena Pharma Solutions Holdings under EIN 20-8781790 and plan number 001. The latest loaded filing year is 2023. The filing reports 582 participants and $13,843,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aphena Pharma Solutions Holdings
- EIN
- 20-8781790
- Plan number
- 001
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $13,843,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20240924051523NAL0004498707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,843,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,843,031
- Net assets (BOY)
- $13,364,130
Income & contributions
- Employer contributions
- $212,407
- Participant contributions
- $689,940
- Total contributions
- $1,238,873
- Total income / additions
- $3,431,688
Expenses & distributions
- Benefits paid
- $2,865,768
- Administrative expenses
- $72,676
- Total expenses
- $2,952,787
- Net increase / (decrease)
- $478,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $44,676 | $0 | 2023 |
| Rothschild Investment Corporation | INVESTMENT/FINANCIAL ADVI | $27,999 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |