2023 Form 5500 filing — Anovorx 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 20241014145654NAL0013489091001) for Anovorx 401(K) Plan, reported by Anovorx Group, LLC under EIN 45-5299748 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145654NAL0013489091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anovorx Group, LLC
- EIN
- 45-5299748
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,500,968
- Net assets (EOY)
- $6,500,968
- Employer contributions
- $448,961
- Participant contributions
- $957,527
- Total income / additions
- $2,981,542
- Benefits paid
- $235,233
- Administrative expenses
- $36,101
- Total expenses
- $271,334
- Net increase / (decrease)
- $2,710,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Red Door Wealth Management | ADVISOR | $24,067 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,035 | $0 |
| Burleigh Consulting Group, Inc. | TPA | $0 | $4,813 |