Avant Healthcare Professionals 401(K) Profit Sharing Plan — Form 5500 plan (Avant Healthcare Professionals)
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, Avant Healthcare Professionals 401(K) Profit Sharing Plan is a benefit plan reported by Avant Healthcare Professionals under EIN 20-0072798 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,157 participants and $20,570,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avant Healthcare Professionals
- EIN
- 20-0072798
- Plan number
- 001
- Plan type
- 2
- Location
- Maitland, FL
- Latest filing year
- 2023
- Participants
- 2,157
- End-of-year plan assets
- $20,570,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,157 | H, C | 20240926170414NAL0000989681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,570,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,570,894
- Net assets (BOY)
- $7,666,960
Income & contributions
- Employer contributions
- $5,692,375
- Participant contributions
- $9,407,417
- Total contributions
- $15,412,177
- Total income / additions
- $17,681,045
Expenses & distributions
- Benefits paid
- $4,674,671
- Administrative expenses
- $102,440
- Total expenses
- $4,777,111
- Net increase / (decrease)
- $12,903,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,705 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,593 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $375 | $17,036 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $630 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Resources Investment Advisors, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avant Healthcare Professionals
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Maitland, FL
- Principal Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation