Avvale, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Avvale, Inc.)

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, Avvale, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Avvale, Inc. under EIN 75-3265376 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $7,313,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avvale, Inc.
EIN
75-3265376
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
211
End-of-year plan assets
$7,313,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241011135907NAL0021992913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,313,029
Total liabilities (EOY)
$0
Net assets (EOY)
$7,313,029
Net assets (BOY)
$6,066,963

Income & contributions

Employer contributions
$486,185
Participant contributions
$1,097,658
Total contributions
$1,583,843
Total income / additions
$2,703,608

Expenses & distributions

Benefits paid
$1,451,897
Administrative expenses
$4,845
Total expenses
$1,457,542
Net increase / (decrease)
$1,246,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpAFFILIATE RECORD KEEPER$3,478$02023
Mesirow Financial Investment Mgmt3(21) FIDUCIARY$1,367not reported in the loaded dataset2023

Related Form 5500 pages