Avadek, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Avadek, 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, Avadek, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Avadek, Inc. under EIN 76-0405184 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $13,750,332 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avadek, Inc.
EIN
76-0405184
Plan number
001
Plan type
2
Location
Webster, TX
Latest filing year
2023
Participants
296
End-of-year plan assets
$13,750,332

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20241009082946NAL0018030017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,750,332
Total liabilities (EOY)
$0
Net assets (EOY)
$13,750,332
Net assets (BOY)
$11,855,267

Income & contributions

Employer contributions
$697,318
Participant contributions
$860,439
Total contributions
$1,557,757
Total income / additions
$3,429,774

Expenses & distributions

Benefits paid
$1,479,022
Administrative expenses
$55,687
Total expenses
$1,534,709
Net increase / (decrease)
$1,895,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$55,687$02023

Related Form 5500 pages