2023 Form 5500 filing — Aviat Networks 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625111641NAL0004799667001) for Aviat Networks 401(K) Plan, reported by Aviat U.S., Inc. under EIN 77-0016028 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240625111641NAL0004799667001
Filing year
2023
Form type
2
Plan sponsor
Aviat U.S., Inc.
EIN
77-0016028
Plan number
001
Location
Austin, TX
Participants
491
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$84,151,243
Total liabilities (EOY)
$0
Net assets (EOY)
$84,151,243
Employer contributions
$1,126,988
Participant contributions
$3,014,103
Total income / additions
$21,230,068
Benefits paid
$6,998,844
Administrative expenses
$33,675
Total expenses
$7,032,519
Net increase / (decrease)
$14,197,549
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Precept Advisory GroupCONSULTANT$37,500not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$18,097not reported in the loaded dataset
Pension Assurance LlpACCOUNTANT/AUDITOR$14,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$35,922$0

Related Form 5500 pages