Avineon, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Avineon, 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, Avineon, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Avineon, Inc. under EIN 54-1600874 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $20,003,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avineon, Inc.
- EIN
- 54-1600874
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $20,003,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241011104805NAL0010833955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,003,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,003,490
- Net assets (BOY)
- $15,931,160
Income & contributions
- Employer contributions
- $174,655
- Participant contributions
- $711,482
- Total contributions
- $998,130
- Total income / additions
- $4,319,678
Expenses & distributions
- Benefits paid
- $176,690
- Administrative expenses
- $69,624
- Total expenses
- $247,348
- Net increase / (decrease)
- $4,072,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kailasa Capital Management LLC | INVESTMENT/FINANCIAL ADVI | $34,093 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,435 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avineon, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Kailasa Capital Management LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation