Plan5500

Aveanna Healthcare 401(K) Plan — Form 5500 plan (Aveanna Healthcare)

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, Aveanna Healthcare 401(K) Plan is a benefit plan reported by Aveanna Healthcare under EIN 37-1864863 and plan number 001. The latest loaded filing year is 2023. The filing reports 29,984 participants and $204,320,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aveanna Healthcare
EIN
37-1864863
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
29,984
End-of-year plan assets
$204,320,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329,984H, C20241014162109NAL0015283875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,320,687
Total liabilities (EOY)
$0
Net assets (EOY)
$204,320,687
Net assets (BOY)
$166,394,520

Income & contributions

Employer contributions
$6,018,180
Participant contributions
$23,999,771
Total contributions
$33,231,102
Total income / additions
$62,347,922

Expenses & distributions

Benefits paid
$23,514,717
Administrative expenses
$690,562
Total expenses
$24,421,755
Net increase / (decrease)
$37,926,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$583,312$02023
Creative PlanningINVESTMENT ADVISORY$81,250not reported in the loaded dataset2023
Warren Averett, LLCACCOUNTANT$26,000not reported in the loaded dataset2023

Related Form 5500 pages