2023 Form 5500 filing — Avon & West Hartford Health Centers 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 20250715152525NAL0002272721001) for Avon & West Hartford Health Centers 401(K) Plan, reported by Avon Convalescent Home, Inc. under EIN 06-0917232 and plan number 002. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715152525NAL0002272721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avon Convalescent Home, Inc.
- EIN
- 06-0917232
- Plan number
- 002
- Location
- Avon, CT
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,879,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,879,467
- Employer contributions
- $164,728
- Participant contributions
- $492,894
- Total income / additions
- $2,254,006
- Benefits paid
- $2,079,844
- Administrative expenses
- $58,606
- Total expenses
- $2,140,791
- Net increase / (decrease)
- $113,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasi Investments, LLC | INVESTMENT ADVISOR | $33,923 | not reported in the loaded dataset |
| Pasi LLC | CONTRACT ADMIN | $5,145 | $8,480 |
| Marcum Llp | AUDITOR | $13,178 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $8,360 | $0 |