Alvogen Group Savings Incentive Plan — Form 5500 plan (Alvogen Group, Inc.)

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, Alvogen Group Savings Incentive Plan is a benefit plan reported by Alvogen Group, Inc. under EIN 26-0557685 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $90,178,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alvogen Group, Inc.
EIN
26-0557685
Plan number
001
Plan type
2
Location
Norwich, NY
Latest filing year
2023
Participants
836
End-of-year plan assets
$90,178,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023836H, C20241014121212NAL0044438464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,178,735
Total liabilities (EOY)
$0
Net assets (EOY)
$90,178,735
Net assets (BOY)
$74,066,998

Income & contributions

Employer contributions
$3,809,027
Participant contributions
$5,995,469
Total contributions
$10,636,968
Total income / additions
$23,656,672

Expenses & distributions

Benefits paid
$7,604,554
Administrative expenses
-$61,643
Total expenses
$7,544,935
Net increase / (decrease)
$16,111,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NfpINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Dermody, Burke & Brown, Cpas, LLCACCOUNTANT/AUDITOR$16,700not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$118,343$02023

Related Form 5500 pages