Plan5500

Aviagen, Inc. 401(K) Retirement Plan — Form 5500 plan (Aviagen, 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, Aviagen, Inc. 401(K) Retirement Plan is a benefit plan reported by Aviagen, Inc. under EIN 52-1542646 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,303 participants and $126,416,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aviagen, Inc.
EIN
52-1542646
Plan number
003
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
2,303
End-of-year plan assets
$126,416,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,303H, C20240814160625NAL0006612451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,416,911
Total liabilities (EOY)
$0
Net assets (EOY)
$126,416,911
Net assets (BOY)
$109,261,752

Income & contributions

Employer contributions
$5,393,213
Participant contributions
$5,101,105
Total contributions
$10,836,088
Total income / additions
$31,585,535

Expenses & distributions

Benefits paid
$14,311,184
Administrative expenses
$119,184
Total expenses
$14,430,376
Net increase / (decrease)
$17,155,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustCONSULTANT$89,140not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$72,715not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$42,671$02023

Related Form 5500 pages