Plan5500

Avanceon Lp Employee Benefit Plan — Form 5500 plan (Avanceon Lp)

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, Avanceon Lp Employee Benefit Plan is a benefit plan reported by Avanceon Lp under EIN 20-8038613 and plan number 501. The latest loaded filing year is 2023. The filing reports 74 participants and $354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avanceon Lp
EIN
20-8038613
Plan number
501
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
74
End-of-year plan assets
$354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374I, C20250415113300NAL0001459187001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$354
Total liabilities (EOY)
$102,355
Net assets (EOY)
-$102,001
Net assets (BOY)
-$53,065

Income & contributions

Employer contributions
$513,447
Participant contributions
$230,613
Total income / additions
$772,456

Expenses & distributions

Benefits paid
$458,847
Administrative expenses
$29,845
Total expenses
$821,392
Net increase / (decrease)
-$48,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital (Philadelphia)BROKER$30,615not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$29,845not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$19,616not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,286not reported in the loaded dataset2023

Related Form 5500 pages