Avantus LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Avantus 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, Avantus LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Avantus LLC under EIN 85-4336221 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $33,037,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avantus LLC
- EIN
- 85-4336221
- Plan number
- 001
- Plan type
- 2
- Location
- El Dorado Hills, CA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $33,037,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241015053428NAL0014140883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,037,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,037,944
- Net assets (BOY)
- $21,601,165
Income & contributions
- Employer contributions
- $2,489,619
- Participant contributions
- $3,272,585
- Total contributions
- $7,464,643
- Total income / additions
- $13,172,935
Expenses & distributions
- Benefits paid
- $1,730,367
- Administrative expenses
- $5,789
- Total expenses
- $1,736,156
- Net increase / (decrease)
- $11,436,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,789 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |