2023 Form 5500 filing — Advics 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 20250122084948NAL0004298145001) for Advics 401(K) Plan, reported by Advics North America, Inc. under EIN 30-0022045 and plan number 001. It reports 2,059 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122084948NAL0004298145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advics North America, Inc.
- EIN
- 30-0022045
- Plan number
- 001
- Location
- Lebanon, OH
- Participants
- 2,059
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,909,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,909,065
- Employer contributions
- $6,279,591
- Participant contributions
- $7,074,341
- Total income / additions
- $34,744,537
- Benefits paid
- $14,501,576
- Administrative expenses
- $323,561
- Total expenses
- $14,851,485
- Net increase / (decrease)
- $19,893,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $241,743 | $0 |
| Sageview Advisory Group, LLC | NONE | $41,200 | not reported in the loaded dataset |
| Thompson Hine | NONE | $27,469 | not reported in the loaded dataset |
| Mcm Cpas& Advisors Llp | NONE | $9,500 | not reported in the loaded dataset |