Avnet 401(K) Plan — Form 5500 plan (Avnet, Inc.)

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, Avnet 401(K) Plan is a benefit plan reported by Avnet, Inc. under EIN 11-1890605 and plan number 102. The latest loaded filing year is 2023. The filing reports 5,248 participants and $609,087,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avnet, Inc.
EIN
11-1890605
Plan number
102
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
5,248
End-of-year plan assets
$609,087,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,248H, C20241003152953NAL0005840643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$609,087,239
Total liabilities (EOY)
$0
Net assets (EOY)
$609,087,239
Net assets (BOY)
$537,747,027

Income & contributions

Employer contributions
$445
Participant contributions
$22,776,052
Total contributions
$24,339,395
Total income / additions
$123,582,438

Expenses & distributions

Benefits paid
$51,938,322
Administrative expenses
$272,284
Total expenses
$52,242,226
Net increase / (decrease)
$71,340,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$215,185$02023
Callan LLCINVESTING ADVISOR$31,669not reported in the loaded dataset2023
Cbiz Cpas PcCONSULTANT$24,380not reported in the loaded dataset2023

Related Form 5500 pages