2023 Form 5500 filing — Christopherson Andavo Lp 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 20240925181624NAL0015186097001) for Christopherson Andavo Lp 401(K) Plan, reported by Christopherson Andavo Travel Lp under EIN 46-1790204 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925181624NAL0015186097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christopherson Andavo Travel Lp
- EIN
- 46-1790204
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,014,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,014,714
- Employer contributions
- $592,786
- Participant contributions
- $1,374,094
- Total income / additions
- $4,642,124
- Benefits paid
- $1,136,587
- Administrative expenses
- $84,868
- Total expenses
- $1,221,455
- Net increase / (decrease)
- $3,420,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADV | $45,366 | not reported in the loaded dataset |
| Pcs Retirement LLC | RECORDKEEPER | $13,716 | $0 |