Plan5500

Avalon Health Care, Inc. 401(K) Plan — Form 5500 plan (Avalon Health Care, 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, Avalon Health Care, Inc. 401(K) Plan is a benefit plan reported by Avalon Health Care, Inc. under EIN 87-0462037 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,247 participants and $29,024,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avalon Health Care, Inc.
EIN
87-0462037
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
6,247
End-of-year plan assets
$29,024,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,247H, C20250530105147NAL0014846384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,024,612
Total liabilities (EOY)
$0
Net assets (EOY)
$29,024,612
Net assets (BOY)
$34,437,034

Income & contributions

Employer contributions
$461,100
Participant contributions
$3,513,284
Total contributions
$4,013,466
Total income / additions
$9,031,394

Expenses & distributions

Benefits paid
$8,073,643
Administrative expenses
$512,942
Total expenses
$8,586,585
Net increase / (decrease)
$444,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment AdvisorsINVESTMENT ADVISORS$260,575not reported in the loaded dataset2023
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$252,367$02023
Jones SimkinsAUDITOR$21,785not reported in the loaded dataset2023

Related Form 5500 pages