2023 Form 5500 filing — Avionte, LLC 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 20241009120505NAL0019136561001) for Avionte, LLC 401(K) Plan, reported by Avionte, LLC under EIN 16-1764624 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120505NAL0019136561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avionte, LLC
- EIN
- 16-1764624
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,543,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,543,479
- Employer contributions
- $569,156
- Participant contributions
- $2,157,260
- Total income / additions
- $5,084,297
- Benefits paid
- $1,165,690
- Administrative expenses
- $7,960
- Total expenses
- $1,173,650
- Net increase / (decrease)
- $3,910,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | SERVICE PROVIDER | $0 | $17,575 |
| Ascensus C/O Futureplan | THIRD PARTY ADMIN | $0 | $6,425 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $5,858 |
| Morningstar | INVESTMENT ADVISORY | $0 | $5,858 |