Plan5500

Avesta Housing Development Corp. 401(K) Plan — Form 5500 plan (Avesta Housing Development Corp.)

Plain-English plan 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, Avesta Housing Development Corp. 401(K) Plan is a benefit plan reported by Avesta Housing Development Corp. under EIN 01-0315296 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $10,119,699 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.1MPlan net assets, end of year$10,119,699
Participants299Covered participants reported
Assets / participant$33.8KComputed: assets ÷ participants$33,845 (computed)
Provider compensation$71.1K3 Schedule C provider row(s)$71,134
Plan sponsor
Avesta Housing Development Corp.
EIN
01-0315296
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    299 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$709.4K
Benefits paid / distributions$631K
Contributions
Employer$622.5K
Participant$887K
Full reported line items

Net assets

Total assets (EOY)
$10,119,699
Total liabilities (EOY)
$0
Net assets (EOY)
$10,119,699
Net assets (BOY)
$7,760,818

Income & contributions

Employer contributions
$622,542
Participant contributions
$887,029
Total contributions
$1,612,414
Total income / additions
$3,068,241

Expenses & distributions

Benefits paid
$630,990
Administrative expenses
$71,134
Total expenses
$709,360
Net increase / (decrease)
$2,358,881
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$43K
    RECORDKEEPER · Direct $43K · Indirect $0
  2. 2
    Commonwealth Equity Services LLC Db$27.4K
    INVESTMENT ADVISOR · Direct $27.4K
  3. 3
    Empower Advisory Group, LLC$788
    INVESTMENT MGMT · Direct $788

What to inspect next

Frequently asked questions

Who sponsors the Avesta Housing Development Corp. 401(K) Plan?
Avesta Housing Development Corp. 401(K) Plan is reported as sponsored by Avesta Housing Development Corp. (EIN 01-0315296, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Avesta Housing Development Corp. 401(K) Plan?
The latest Form 5500 filing year loaded for Avesta Housing Development Corp. 401(K) Plan is 2023.
How many participants does Avesta Housing Development Corp. 401(K) Plan report?
Avesta Housing Development Corp. 401(K) Plan reports 299 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Avesta Housing Development Corp. 401(K) Plan?
Avesta Housing Development Corp. 401(K) Plan reports $10,119,699 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages