2023 Form 5500 filing — Avasure 401(K) 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 20241003111447NAL0005673827001) for Avasure 401(K) Plan, reported by Avasure Opco Holdings, Inc. under EIN 20-3347607 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003111447NAL0005673827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avasure Opco Holdings, Inc.
- EIN
- 20-3347607
- Plan number
- 001
- Location
- Belmont, MI
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,661,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,661,208
- Employer contributions
- $781,703
- Participant contributions
- $1,814,068
- Total income / additions
- $7,176,720
- Benefits paid
- $1,459,880
- Administrative expenses
- $19,472
- Total expenses
- $1,479,352
- Net increase / (decrease)
- $5,697,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors | RIA | $11,529 | not reported in the loaded dataset |
| Edward Jones | RIA | $6,107 | not reported in the loaded dataset |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $5,156 | $0 |
| John Hancock Life Ins Co (Usa) | RECORDKEEPER | $1,569 | not reported in the loaded dataset |
| Wilshire Associates Inc | RIA | $668 | not reported in the loaded dataset |