Covis Pharma Us, Inc. 401(K) Plan — Form 5500 plan (Covis Pharma Us, 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, Covis Pharma Us, Inc. 401(K) Plan is a benefit plan reported by Covis Pharma Us, Inc. under EIN 84-5171883 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $9,165,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Covis Pharma Us, Inc.
- EIN
- 84-5171883
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $9,165,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240925142109NAL0014455985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,165,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,165,350
- Net assets (BOY)
- $10,152,310
Income & contributions
- Employer contributions
- $729,624
- Participant contributions
- $1,217,028
- Total contributions
- $2,009,546
- Total income / additions
- $3,690,262
Expenses & distributions
- Benefits paid
- $4,605,432
- Administrative expenses
- $71,790
- Total expenses
- $4,677,222
- Net increase / (decrease)
- -$986,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISOR | $19,245 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $18,907 | $0 | 2023 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $15,829 | not reported in the loaded dataset | 2023 |
| Empower Advisory Goup, LLC | INVESTMENT MGMT | $15,696 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Covis Pharma Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Northwestern Mutual Wealth Mgmt Co. — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation
- Empower Advisory Goup, LLC — Schedule C compensation