Plan5500

Aventura Health Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aventura Health Group (EIN 83-2783957) is a plan sponsor located in Lakewood, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-2783957
Location
Lakewood, NJ
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aventura Health Group

  • 3 loaded plans hold $996.4K in reported assets.
  • The largest, Aventura Health Group LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,998 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$996.4KSummed across loaded plans$996,372
Total reported assets$996.4K$996,372
Total reported participants4K3,998
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$996.4K total assets
Net assets$996.4KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$291K
Total income / additions$432.2K
Expenses & distributions
Benefits paid / distributions$133.7K
Total expenses$158.1K
Net increase / (decrease)$274.1K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aventura Health Group LLC 401(K) Plan
Participants per plan1,333Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aventura Health Group LLC 401(K) Plan$996.4K
    Plan #002 · 2,166 participants · 2023
  2. 2
    Aventura Health Groupnot reported in the loaded dataset
    Plan #501 · 1,097 participants · 2023
  3. 3
    Aventura Health Groupnot reported in the loaded dataset
    Plan #502 · 735 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aventura Health Group. Open one for its full reported snapshot.

  1. 2023
    Aventura Health Group1,097 participants · 2No schedules
    View filing →
  2. 2023
    Aventura Health Group735 participants · 2No schedules
    View filing →
  3. 2023
    Aventura Health Group LLC 401(K) Plan2,166 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aventura Health Group report on Form 5500?
Aventura Health Group (EIN 83-2783957) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aventura Health Group?
The Employer Identification Number (EIN) reported for Aventura Health Group is 83-2783957.
What is the latest Form 5500 filing year for Aventura Health Group?
The latest loaded Form 5500 filing year for Aventura Health Group is 2023.

Related Form 5500 pages