Avison Young (Us) 401(K) Plan — Form 5500 plan (Avison Young (Usa) 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, Avison Young (Us) 401(K) Plan is a benefit plan reported by Avison Young (Usa) Inc. under EIN 26-4204707 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,876 participants and $116,848,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avison Young (Usa) Inc.
EIN
26-4204707
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,876
End-of-year plan assets
$116,848,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,876H, C20240916171252NAL0001203075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,848,574
Total liabilities (EOY)
$0
Net assets (EOY)
$116,848,574
Net assets (BOY)
$91,863,952

Income & contributions

Employer contributions
$4,591,706
Participant contributions
$11,152,739
Total contributions
$20,564,748
Total income / additions
$38,773,837

Expenses & distributions

Benefits paid
$13,559,532
Administrative expenses
$190,891
Total expenses
$13,789,215
Net increase / (decrease)
$24,984,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$120,891$02023
Mesirow Financial IncADVISOR$70,000not reported in the loaded dataset2023

Related Form 5500 pages