Plan5500

Avid Center Retirement Plan 403(B) — Form 5500 plan (The Avid Center)

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, Avid Center Retirement Plan 403(B) is a benefit plan reported by The Avid Center under EIN 33-0522594 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $36,340,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Avid Center
EIN
33-0522594
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
395
End-of-year plan assets
$36,340,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20241015154232NAL0057021442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,340,757
Total liabilities (EOY)
$0
Net assets (EOY)
$36,340,757
Net assets (BOY)
$28,939,030

Income & contributions

Employer contributions
$2,750,336
Participant contributions
$2,952,560
Total contributions
$6,156,902
Total income / additions
$10,415,338

Expenses & distributions

Benefits paid
$2,925,779
Administrative expenses
$87,832
Total expenses
$3,013,611
Net increase / (decrease)
$7,401,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CoCONTRACT ADMINISTRATOR$87,832$02023
Global Retirement Partners LLCINVESTMENT ADISORY$0$36,7742023
Actuarial Benefits CorporationOTHER SERVICES$0$19,6012023
Lincoln National CorporationsSERVICE PROVIDER$125$02023

Related Form 5500 pages