Avma Life Trust, LLC 401(K) Plan — Form 5500 plan (Avma Life Trust, 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, Avma Life Trust, LLC 401(K) Plan is a benefit plan reported by Avma Life Trust, LLC under EIN 84-2685033 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,254 participants and $52,645,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avma Life Trust, LLC
- EIN
- 84-2685033
- Plan number
- 333
- Plan type
- 3
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 3,254
- End-of-year plan assets
- $52,645,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,254 | H, C | 20250916084957NAL0001203235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,645,971
- Total liabilities (EOY)
- $14,014
- Net assets (EOY)
- $52,631,957
- Net assets (BOY)
- $32,086,899
Income & contributions
- Employer contributions
- $5,359,077
- Participant contributions
- $10,987,261
- Total contributions
- $19,410,152
- Total income / additions
- $26,269,199
Expenses & distributions
- Benefits paid
- $2,261,452
- Administrative expenses
- $511,737
- Total expenses
- $2,773,189
- Net increase / (decrease)
- $23,496,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins | RECORD KEEPER | $270,551 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $154,395 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $16,209 | not reported in the loaded dataset | 2023 |
| Templeton & Company | AUDIT | $8,000 | not reported in the loaded dataset | 2023 |
| Ipi Wealth Management Inc | INVESTMENT ADVISORY-PLAN | $4,703 | not reported in the loaded dataset | 2023 |
| Propartners Wealth LLC | INVESTMENT ADVISORY-PLAN | $2,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avma Life Trust, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Transamerica Financial Life Ins — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Templeton & Company — Schedule C compensation
- Ipi Wealth Management Inc — Schedule C compensation
- Propartners Wealth LLC — Schedule C compensation