2023 Form 5500 filing — Fourth Avenue Holding LLC 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 20240814112001NAL0011691089001) for Fourth Avenue Holding LLC 401(K) Plan, reported by Fourth Avenue Holding LLC under EIN 90-1023644 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814112001NAL0011691089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fourth Avenue Holding LLC
- EIN
- 90-1023644
- Plan number
- 001
- Location
- Hutchinson, KS
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,904,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,904,711
- Employer contributions
- $173,654
- Participant contributions
- $329,410
- Total income / additions
- $1,253,240
- Benefits paid
- $435,256
- Administrative expenses
- $30,419
- Total expenses
- $465,675
- Net increase / (decrease)
- $787,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $14,889 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,396 | $0 |