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, Advenir 401(K) Plan is a benefit plan reported by Advenir Living, LLC under EIN 06-1536948 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $3,684,755 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,684,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,684,755
- Net assets (BOY)
- $2,811,838
Income & contributions
- Employer contributions
- $241,807
- Participant contributions
- $905,481
- Total contributions
- $1,740,045
- Total income / additions
- $2,304,675
Expenses & distributions
- Benefits paid
- $1,352,146
- Administrative expenses
- $55,408
- Total expenses
- $1,431,758
- Net increase / (decrease)
- $872,917