2023 Form 5500 filing — Avant Healthcare Professionals 401(K) Profit Sharing Plan
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 20240926170414NAL0000989681001) for Avant Healthcare Professionals 401(K) Profit Sharing Plan, reported by Avant Healthcare Professionals under EIN 20-0072798 and plan number 001. It reports 2,157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926170414NAL0000989681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avant Healthcare Professionals
- EIN
- 20-0072798
- Plan number
- 001
- Location
- Maitland, FL
- Participants
- 2,157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,570,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,570,894
- Employer contributions
- $5,692,375
- Participant contributions
- $9,407,417
- Total income / additions
- $17,681,045
- Benefits paid
- $4,674,671
- Administrative expenses
- $102,440
- Total expenses
- $4,777,111
- Net increase / (decrease)
- $12,903,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,705 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,593 | $0 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $375 | $17,036 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $630 | not reported in the loaded dataset |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |
| Resources Investment Advisors, LLC | INV ADV, PARTICIPANTS | $0 | $0 |