Avors Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Avors Medical Group)
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, Avors Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Avors Medical Group under EIN 26-1250331 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $1,274,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avors Medical Group
- EIN
- 26-1250331
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, CA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $1,274,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241210123403NAL0007538307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,274,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,274,907
- Net assets (BOY)
- $953,764
Income & contributions
- Employer contributions
- $201,389
- Participant contributions
- $19,756
- Total contributions
- $221,145
- Total income / additions
- $384,551
Expenses & distributions
- Benefits paid
- $49,084
- Administrative expenses
- $14,324
- Total expenses
- $63,408
- Net increase / (decrease)
- $321,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dynamic Wealth Advisors | ADVISOR | $7,728 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | RECORDKEEPER | $6,146 | not reported in the loaded dataset | 2023 |
| The Ryding Company | TPA | $450 | $1,070 | 2023 |
| Reliance Custody Fees | CUSTODIAL | $0 | $74 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avors Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lancaster, CA
- Dynamic Wealth Advisors — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- The Ryding Company — Schedule C compensation
- Reliance Custody Fees — Schedule C compensation