2023 Form 5500 filing — Avma Life Trust, 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 20250916084957NAL0001203235001) for Avma Life Trust, LLC 401(K) Plan, reported by Avma Life Trust, LLC under EIN 84-2685033 and plan number 333. It reports 3,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$52.6MReported net assets$52,631,957
Participants3.3K3,254
Provider compensation$456.4K6 Schedule C row(s)$456,408
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250916084957NAL0001203235001
- Plan sponsor
- Avma Life Trust, LLC
- EIN
- 84-2685033
- Plan number
- 333
- Location
- Schaumburg, IL
- Received date
- not reported in the loaded dataset
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)$52.6M total assets
Net assets$52.6MLiabilities$14K
Full reported line items
- Total assets (EOY)
- $52,645,971
- Total liabilities (EOY)
- $14,014
- Net assets (EOY)
- $52,631,957
- Employer contributions
- $5,359,077
- Participant contributions
- $10,987,261
- Total income / additions
- $26,269,199
- Benefits paid
- $2,261,452
- Administrative expenses
- $511,737
- Total expenses
- $2,773,189
- Net increase / (decrease)
- $23,496,010
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins | RECORD KEEPER | $270,551 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $154,395 | $0 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $16,209 | not reported in the loaded dataset |
| Templeton & Company | AUDIT | $8,000 | not reported in the loaded dataset |
| Ipi Wealth Management Inc | INVESTMENT ADVISORY-PLAN | $4,703 | not reported in the loaded dataset |
| Propartners Wealth LLC | INVESTMENT ADVISORY-PLAN | $2,550 | not reported in the loaded dataset |