2023 Form 5500 filing — Aveka Group, Inc. Employee Stock Ownership Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830132204NAL0014950977001) for Aveka Group, Inc. Employee Stock Ownership Plan And Trust, reported by Aveka Group, Inc. under EIN 84-3129062 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240830132204NAL0014950977001
Filing year
2023
Form type
2
Plan sponsor
Aveka Group, Inc.
EIN
84-3129062
Plan number
002
Location
Woodbury, MN
Participants
270
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,943,529
Total liabilities (EOY)
$850,926
Net assets (EOY)
$7,092,603
Employer contributions
$309,609
Total income / additions
-$5,290,391
Benefits paid
$23,098
Administrative expenses
$0
Total expenses
$39,421
Net increase / (decrease)
-$5,329,812
Schedule source
Schedule H

Related Form 5500 pages