2023 Form 5500 filing — Avid Center Retirement Plan 403(B)
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 20241015154232NAL0057021442001) for Avid Center Retirement Plan 403(B), reported by The Avid Center under EIN 33-0522594 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154232NAL0057021442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Avid Center
- EIN
- 33-0522594
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,340,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,340,757
- Employer contributions
- $2,750,336
- Participant contributions
- $2,952,560
- Total income / additions
- $10,415,338
- Benefits paid
- $2,925,779
- Administrative expenses
- $87,832
- Total expenses
- $3,013,611
- Net increase / (decrease)
- $7,401,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $87,832 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADISORY | $0 | $36,774 |
| Actuarial Benefits Corporation | OTHER SERVICES | $0 | $19,601 |
| Lincoln National Corporations | SERVICE PROVIDER | $125 | $0 |