2023 Form 5500 filing — Avertest 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 20241010105153NAL0011389443001) for Avertest 401(K) Plan, reported by Avertest, LLC under EIN 27-3929226 and plan number 001. It reports 544 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)$4.4MReported net assets$4,377,988
Participants544
Provider compensation$14.5K2 Schedule C row(s)$14,459
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010105153NAL0011389443001
Plan sponsor
Avertest, LLC
EIN
27-3929226
Plan number
001
Location
Richmond, VA
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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$701.2K
Benefits paid / distributions$684.3K
Contributions
Employer$321.7K
Participant$575.7K
Full reported line items
Total assets (EOY)
$4,377,988
Total liabilities (EOY)
$0
Net assets (EOY)
$4,377,988
Employer contributions
$321,715
Participant contributions
$575,681
Total income / additions
$1,576,410
Benefits paid
$684,324
Administrative expenses
$14,459
Total expenses
$701,217
Net increase / (decrease)
$875,193
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $8.1K
  2. 2
    RECORDKEEPER · Direct $6.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010105153NAL0011389443001 cover?
It is the 2023 Form 5500 filing for Avertest 401(K) Plan, reported by Avertest, LLC (EIN 27-3929226).
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