2023 Form 5500 filing — Aveanna Healthcare 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 20241014162109NAL0015283875001) for Aveanna Healthcare 401(K) Plan, reported by Aveanna Healthcare under EIN 37-1864863 and plan number 001. It reports 29,984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162109NAL0015283875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aveanna Healthcare
- EIN
- 37-1864863
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 29,984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,320,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,320,687
- Employer contributions
- $6,018,180
- Participant contributions
- $23,999,771
- Total income / additions
- $62,347,922
- Benefits paid
- $23,514,717
- Administrative expenses
- $690,562
- Total expenses
- $24,421,755
- Net increase / (decrease)
- $37,926,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $583,312 | $0 |
| Creative Planning | INVESTMENT ADVISORY | $81,250 | not reported in the loaded dataset |
| Warren Averett, LLC | ACCOUNTANT | $26,000 | not reported in the loaded dataset |