Advent International L.P. Employees' Profit-Sharing Retirement Plan — Form 5500 plan (Advent International L.P.)
Plain-English plan 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, Advent International L.P. Employees' Profit-Sharing Retirement Plan is a benefit plan reported by Advent International L.P. under EIN 04-2840139 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $102,505,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advent International L.P.
- EIN
- 04-2840139
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $102,505,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241007181632NAL0026938848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,505,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,505,195
- Net assets (BOY)
- $84,295,200
Income & contributions
- Employer contributions
- $2,436,053
- Participant contributions
- $4,592,968
- Total contributions
- $9,341,410
- Total income / additions
- $25,309,803
Expenses & distributions
- Benefits paid
- $7,063,405
- Administrative expenses
- $36,403
- Total expenses
- $7,099,808
- Net increase / (decrease)
- $18,209,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $24,696 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | $11,707 | $0 | 2023 |