Retirement plan

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN

Name: ALEON PHARMA INTERNATIONAL INC. - ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN (2022) Form 5500
Creator: ALEON PHARMA INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN, ALEON PHARMA INTERNATIONAL INC.

ALEON PHARMA INTERNATIONAL INC.EIN 45-5635188Plan #002PY 2022

4 CENTURY DRIVE, SUITE 255 - PARSIPPANY, NJ 07054973-850-5298aleonpharma.comLinkedIn11-50 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$909K

+46.9% from 2021

Total participants

+46.7% from 2021

Average account balance

$41,318

+0.1% from 2021

Annual return

-13.81%

-35.70 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$86K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

176.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,318

$138,114-70.1%

$125,391-67.0%

$134,545-69.3%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-13.81%

750.88%-764.7pp

572.41%-586.2pp

418.37%-432.2pp

Employer contribution / active EE

$7,523

$5,246+43.4%

$4,816+56.2%

$4,742+58.7%

Participant deferral / active EE

$9,547

$7,801+22.4%

$7,448+28.2%

$6,401+49.1%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALEON PHARMA INTERNATIONAL INC. PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion