2023 Form 5500 filing — Avenue Logistics, 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 20240930101331NAL0009976544001) for Avenue Logistics, LLC 401(K) Plan, reported by Avenue Logistics, LLC under EIN 27-2357711 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930101331NAL0009976544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avenue Logistics, LLC
- EIN
- 27-2357711
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,275,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,275,092
- Employer contributions
- $252,041
- Participant contributions
- $979,876
- Total income / additions
- $2,073,409
- Benefits paid
- $181,139
- Administrative expenses
- $40,372
- Total expenses
- $436,403
- Net increase / (decrease)
- $1,637,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,119 | $0 |
| Sassetti LLC | SERVICE PROVIDER | $15,971 | not reported in the loaded dataset |
| Merrill Lynch | SERVICE PROVIDER | $6,282 | not reported in the loaded dataset |