2023 Form 5500 filing — Advancion Corporation Defined Benefit 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 20241009114915NAL0009163267001) for Advancion Corporation Defined Benefit Plan, reported by Advancion Corporation under EIN 36-3185557 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$9,987,179
Participants129
Provider compensation$37.3K3 Schedule C row(s)$37,291
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009114915NAL0009163267001
Plan sponsor
Advancion Corporation
EIN
36-3185557
Plan number
001
Location
Buffalo Grove, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$580.9K
Benefits paid / distributions$543.6K
Contributions
Employer$645.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,987,179
Total liabilities (EOY)
$0
Net assets (EOY)
$9,987,179
Employer contributions
$645,115
Total income / additions
$1,646,809
Benefits paid
$543,571
Administrative expenses
$37,291
Total expenses
$580,862
Net increase / (decrease)
$1,065,947
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MANAGEMENT · Direct $20K
  2. 2
    NONE · Direct $11.6K
  3. 3
    TRUSTEE · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009114915NAL0009163267001 cover?
It is the 2023 Form 5500 filing for Advancion Corporation Defined Benefit Plan, reported by Advancion Corporation (EIN 36-3185557).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages