Avantax Planning Partners Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Avantax Planning Partners Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $104,181 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $104,181
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $104,181
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Northwest Financial Corp | IA | 1 | $82,217 |
| Black Hills Corporation | SD | 1 | $14,018 |
| Hdr, Inc. | NE | 1 | $7,946 |
State footprint
Plans reporting Avantax Planning Partners Inc are sponsored in IA (1), NE (1), SD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northwest Financial Corp | Nfc 401(K) Plan | 2023 | $82,217 | not reported in the loaded dataset |
| Black Hills Corporation | Black Hills Corporation 401(K) Retirement Savings Plan | 2023 | $14,018 | not reported in the loaded dataset |
| Hdr, Inc. | Hdr, Inc. Best Plan And Esop | 2023 | $7,946 | not reported in the loaded dataset |
Related Form 5500 pages
- Nfc 401(K) Plan (plan 002)
- Northwest Financial Corp — all reported plans
- Black Hills Corporation 401(K) Retirement Savings Plan (plan 003)
- Black Hills Corporation — all reported plans
- Hdr, Inc. Best Plan And Esop (plan 007)
- Hdr, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources