2023 Form 5500 filing — Aveka Group, Inc. Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905083048NAL0021308209001) for Aveka Group, Inc. Profit Sharing 401(K) Plan, reported by Aveka Group, Inc. under EIN 84-3129062 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905083048NAL0021308209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aveka Group, Inc.
- EIN
- 84-3129062
- Plan number
- 001
- Location
- Woodbury, MN
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,602,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,602,219
- Employer contributions
- $510,523
- Participant contributions
- $1,027,778
- Total income / additions
- $3,548,457
- Benefits paid
- $1,171,618
- Administrative expenses
- $7,949
- Total expenses
- $1,185,609
- Net increase / (decrease)
- $2,362,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $7,948 | $0 |