Plan5500

Avesta Housing Development Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Avesta Housing Development Corp. (EIN 01-0315296) is a plan sponsor located in Portland, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0315296
Location
Portland, ME
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Avesta Housing Development Corp.

  • 2 loaded plans hold $10.1M in reported assets.
  • The largest, Avesta Housing Development Corp. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 544 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,119,699
Total reported assets$10.1M$10,119,699
Total reported participants544
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$622.5K
Participant contributions$887K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$631K
Total expenses$709.4K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Avesta Housing Development Corp. 401(K) Plan
Participants per plan272Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Avesta Housing Development Corp. 401(K) Plan$10.1M
    Plan #001 · 299 participants · 2023
  2. 2
    Avesta Housing Development Corp.not reported in the loaded dataset
    Plan #501 · 245 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Avesta Housing Development Corp.. Open one for its full reported snapshot.

  1. 2023
    Avesta Housing Development Corp. 401(K) Plan299 participants · 2Sch HSch C
    View filing →
  2. 2023
    Avesta Housing Development Corp.245 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Avesta Housing Development Corp. report on Form 5500?
Avesta Housing Development Corp. (EIN 01-0315296) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Avesta Housing Development Corp.?
The Employer Identification Number (EIN) reported for Avesta Housing Development Corp. is 01-0315296.
What is the latest Form 5500 filing year for Avesta Housing Development Corp.?
The latest loaded Form 5500 filing year for Avesta Housing Development Corp. is 2023.

Related Form 5500 pages