2023 Form 5500 filing — Avalon Health Care, Inc. 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 20250530105147NAL0014846384001) for Avalon Health Care, Inc. 401(K) Plan, reported by Avalon Health Care, Inc. under EIN 87-0462037 and plan number 001. It reports 6,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530105147NAL0014846384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avalon Health Care, Inc.
- EIN
- 87-0462037
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 6,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,024,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,024,612
- Employer contributions
- $461,100
- Participant contributions
- $3,513,284
- Total income / additions
- $9,031,394
- Benefits paid
- $8,073,643
- Administrative expenses
- $512,942
- Total expenses
- $8,586,585
- Net increase / (decrease)
- $444,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADVISORS | $260,575 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $252,367 | $0 |
| Jones Simkins | AUDITOR | $21,785 | not reported in the loaded dataset |