Avkare, LLC 401(K) Plan — Form 5500 plan (Avkare, 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, Avkare, LLC 401(K) Plan is a benefit plan reported by Avkare, LLC under EIN 20-8622803 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,505,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avkare, LLC
EIN
20-8622803
Plan number
001
Plan type
2
Location
Fountain Run, KY
Latest filing year
2023
Participants
142
End-of-year plan assets
$8,505,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240924105942NAL0012850353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,505,027
Total liabilities (EOY)
$0
Net assets (EOY)
$8,505,027
Net assets (BOY)
$6,452,609

Income & contributions

Employer contributions
$410,500
Participant contributions
$738,306
Total contributions
$1,196,858
Total income / additions
$2,326,278

Expenses & distributions

Benefits paid
$242,653
Administrative expenses
$31,207
Total expenses
$273,860
Net increase / (decrease)
$2,052,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$30,951$02023
Benefits Administrators, LLCRECORDKEEPER$256$2532023

Related Form 5500 pages