Anovorx 401(K) Plan — Form 5500 plan (Anovorx Group, 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, Anovorx 401(K) Plan is a benefit plan reported by Anovorx Group, LLC under EIN 45-5299748 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $6,500,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anovorx Group, LLC
- EIN
- 45-5299748
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $6,500,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241014145654NAL0013489091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,500,968
- Net assets (EOY)
- $6,500,968
- Net assets (BOY)
- $3,790,760
Income & contributions
- Employer contributions
- $448,961
- Participant contributions
- $957,527
- Total contributions
- $2,112,174
- Total income / additions
- $2,981,542
Expenses & distributions
- Benefits paid
- $235,233
- Administrative expenses
- $36,101
- Total expenses
- $271,334
- Net increase / (decrease)
- $2,710,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Red Door Wealth Management | ADVISOR | $24,067 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,035 | $0 | 2023 |
| Burleigh Consulting Group, Inc. | TPA | $0 | $4,813 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anovorx Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Red Door Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation