Advance 401(K) Plan — Form 5500 plan (Advance Publications, 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, Advance 401(K) Plan is a benefit plan reported by Advance Publications, Inc. under EIN 13-5576716 and plan number 012. The latest loaded filing year is 2023. The filing reports 13,222 participants and $1,536,331,676 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5BPlan net assets, end of year$1,536,331,676
Participants13.2KCovered participants reported13,222
Assets / participant$116.2KComputed: assets ÷ participants$116,195 (computed)
Provider compensation$525.1K1 Schedule C provider row(s)$525,141
Plan sponsor
Advance Publications, Inc.
EIN
13-5576716
Plan number
012
Plan type
3
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,222H, C20241015200825NAL0015358291001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.5B total assets
Net assets$1.5BLiabilities$0
Money in vs. money out
Total income / additions$320.4M
Total expenses$139M
Benefits paid / distributions$138.5M
Contributions
Employer$24.8M
Participant$63.9M
Full reported line items

Net assets

Total assets (EOY)
$1,536,331,676
Total liabilities (EOY)
$0
Net assets (EOY)
$1,536,331,676
Net assets (BOY)
$1,346,331,424

Income & contributions

Employer contributions
$24,840,309
Participant contributions
$63,927,652
Total contributions
$96,449,882
Total income / additions
$320,403,230

Expenses & distributions

Benefits paid
$138,494,445
Administrative expenses
$523,522
Total expenses
$139,030,388
Net increase / (decrease)
$181,372,842
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$525,141$02023

Related Form 5500 pages