2023 Form 5500 filing — Avanceon Lp Employee 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 20250415113300NAL0001459187001) for Avanceon Lp Employee Benefit Plan, reported by Avanceon Lp under EIN 20-8038613 and plan number 501. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$102KReported net assets-$102,001
Participants74
Provider compensation$84.4K4 Schedule C row(s)$84,362
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415113300NAL0001459187001
- Plan sponsor
- Avanceon Lp
- EIN
- 20-8038613
- Plan number
- 501
- Location
- Exton, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$354 total assets
Net assets-$102KLiabilities$102.4K
Full reported line items
- Total assets (EOY)
- $354
- Total liabilities (EOY)
- $102,355
- Net assets (EOY)
- -$102,001
- Employer contributions
- $513,447
- Participant contributions
- $230,613
- Total income / additions
- $772,456
- Benefits paid
- $458,847
- Administrative expenses
- $29,845
- Total expenses
- $821,392
- Net increase / (decrease)
- -$48,936
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital (Philadelphia) | BROKER | $30,615 | not reported in the loaded dataset |
| Meritain Health, An Aetna Company | ADMIN | $29,845 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $19,616 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,286 | not reported in the loaded dataset |