Aveka Group, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Aveka Group, 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, Aveka Group, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Aveka Group, Inc. under EIN 84-3129062 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $12,602,219 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aveka Group, Inc.
EIN
84-3129062
Plan number
001
Plan type
2
Location
Woodbury, MN
Latest filing year
2023
Participants
316
End-of-year plan assets
$12,602,219

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20240905083048NAL0021308209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,602,219
Total liabilities (EOY)
$0
Net assets (EOY)
$12,602,219
Net assets (BOY)
$10,239,371

Income & contributions

Employer contributions
$510,523
Participant contributions
$1,027,778
Total contributions
$1,587,176
Total income / additions
$3,548,457

Expenses & distributions

Benefits paid
$1,171,618
Administrative expenses
$7,949
Total expenses
$1,185,609
Net increase / (decrease)
$2,362,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$7,948$02023

Related Form 5500 pages