Aveka Group, Inc. Employee Stock Ownership Plan And Trust — 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. Employee Stock Ownership Plan And Trust is a benefit plan reported by Aveka Group, Inc. under EIN 84-3129062 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $7,943,529 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
- 002
- Plan type
- 2
- Location
- Woodbury, MN
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $7,943,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H | 20240830132204NAL0014950977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,943,529
- Total liabilities (EOY)
- $850,926
- Net assets (EOY)
- $7,092,603
- Net assets (BOY)
- $12,422,415
Income & contributions
- Employer contributions
- $309,609
- Total contributions
- $309,609
- Total income / additions
- -$5,290,391
Expenses & distributions
- Benefits paid
- $23,098
- Administrative expenses
- $0
- Total expenses
- $39,421
- Net increase / (decrease)
- -$5,329,812
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.