Avon & West Hartford Health Centers 401(K) Plan — Form 5500 plan (Avon Convalescent Home, Inc.)
Plain-English plan 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, Avon & West Hartford Health Centers 401(K) Plan is a benefit plan reported by Avon Convalescent Home, Inc. under EIN 06-0917232 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $8,879,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avon Convalescent Home, Inc.
- EIN
- 06-0917232
- Plan number
- 002
- Plan type
- 2
- Location
- Avon, CT
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $8,879,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20250715152525NAL0002272721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,879,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,879,467
- Net assets (BOY)
- $8,766,252
Income & contributions
- Employer contributions
- $164,728
- Participant contributions
- $492,894
- Total contributions
- $657,622
- Total income / additions
- $2,254,006
Expenses & distributions
- Benefits paid
- $2,079,844
- Administrative expenses
- $58,606
- Total expenses
- $2,140,791
- Net increase / (decrease)
- $113,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasi Investments, LLC | INVESTMENT ADVISOR | $33,923 | not reported in the loaded dataset | 2023 |
| Pasi LLC | CONTRACT ADMIN | $5,145 | $8,480 | 2023 |
| Marcum Llp | AUDITOR | $13,178 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $8,360 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avon Convalescent Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Avon, CT
- Pasi Investments, LLC — Schedule C compensation
- Pasi LLC — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation