Avania 401(K) Retirement Plan — Form 5500 plan (Avania, LLC)

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, Avania 401(K) Retirement Plan is a benefit plan reported by Avania, LLC under EIN 04-3517564 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $15,574,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avania, LLC
EIN
04-3517564
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
244
End-of-year plan assets
$15,574,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241003140306NAL0010641169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,574,020
Total liabilities (EOY)
$0
Net assets (EOY)
$15,574,020
Net assets (BOY)
$11,752,766

Income & contributions

Employer contributions
$754,053
Participant contributions
$1,271,345
Total contributions
$2,235,572
Total income / additions
$4,567,708

Expenses & distributions

Benefits paid
$738,637
Administrative expenses
$7,817
Total expenses
$746,454
Net increase / (decrease)
$3,821,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Angell Pension GroupTHIRD PARTY ADMIN$0$6,4902023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages