Plan5500

Avionte, LLC 401(K) Plan — Form 5500 plan (Avionte, LLC)

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, Avionte, LLC 401(K) Plan is a benefit plan reported by Avionte, LLC under EIN 16-1764624 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $13,543,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avionte, LLC
EIN
16-1764624
Plan number
001
Plan type
2
Location
Bloomington, MN
Latest filing year
2023
Participants
409
End-of-year plan assets
$13,543,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241009120505NAL0019136561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,543,479
Total liabilities (EOY)
$0
Net assets (EOY)
$13,543,479
Net assets (BOY)
$9,632,832

Income & contributions

Employer contributions
$569,156
Participant contributions
$2,157,260
Total contributions
$3,159,572
Total income / additions
$5,084,297

Expenses & distributions

Benefits paid
$1,165,690
Administrative expenses
$7,960
Total expenses
$1,173,650
Net increase / (decrease)
$3,910,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury Financial Services IncSERVICE PROVIDER$0$17,5752023
Ascensus C/O FutureplanTHIRD PARTY ADMIN$0$6,4252023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$0$5,8582023
MorningstarINVESTMENT ADVISORY$0$5,8582023

Related Form 5500 pages