2023 Form 5500 filing — Avi-Spl 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 20240912140322NAL0004483491001) for Avi-Spl 401(K) Plan, reported by Avi-Spl LLC under EIN 59-1958935 and plan number 001. It reports 3,866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912140322NAL0004483491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avi-Spl LLC
- EIN
- 59-1958935
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 3,866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,268,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $213,268,884
- Employer contributions
- $2,134,413
- Participant contributions
- $21,312,582
- Total income / additions
- $58,532,864
- Benefits paid
- $18,026,429
- Administrative expenses
- -$99,301
- Total expenses
- $17,932,242
- Net increase / (decrease)
- $40,600,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbor Investment Advisory, LLC | CONSULTANT | $70,000 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | PLAN AUDITOR | $19,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$189,859 | $0 |