Avasure 401(K) Plan — Form 5500 plan (Avasure Opco Holdings, 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, Avasure 401(K) Plan is a benefit plan reported by Avasure Opco Holdings, Inc. under EIN 20-3347607 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $13,661,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avasure Opco Holdings, Inc.
- EIN
- 20-3347607
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, MI
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $13,661,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241003111447NAL0005673827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,661,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,661,208
- Net assets (BOY)
- $7,963,840
Income & contributions
- Employer contributions
- $781,703
- Participant contributions
- $1,814,068
- Total contributions
- $5,668,384
- Total income / additions
- $7,176,720
Expenses & distributions
- Benefits paid
- $1,459,880
- Administrative expenses
- $19,472
- Total expenses
- $1,479,352
- Net increase / (decrease)
- $5,697,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors | RIA | $11,529 | not reported in the loaded dataset | 2023 |
| Edward Jones | RIA | $6,107 | not reported in the loaded dataset | 2023 |
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $5,156 | $0 | 2023 |
| John Hancock Life Ins Co (Usa) | RECORDKEEPER | $1,569 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | RIA | $668 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avasure Opco Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Belmont, MI
- Mayflower Financial Advisors — Schedule C compensation
- Edward Jones — Schedule C compensation
- Fidelity Workplace Services, LLC — Schedule C compensation
- John Hancock Life Ins Co (Usa) — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation