Avi Systems, Inc. Employee Stock Ownership Plan — Form 5500 plan (Avi Systems, 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, Avi Systems, Inc. Employee Stock Ownership Plan is a benefit plan reported by Avi Systems, Inc. under EIN 45-0321251 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,451 participants and $324,575,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avi Systems, Inc.
- EIN
- 45-0321251
- Plan number
- 002
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 1,451
- End-of-year plan assets
- $324,575,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,451 | H, C | 20240730171210NAL0032535408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,575,194
- Total liabilities (EOY)
- $44,562,749
- Net assets (EOY)
- $280,012,445
- Net assets (BOY)
- $214,493,665
Income & contributions
- Employer contributions
- $9,159,609
- Participant contributions
- $7,980,899
- Total contributions
- $21,953,129
- Total income / additions
- $93,538,799
Expenses & distributions
- Benefits paid
- $24,996,884
- Administrative expenses
- $2,134,603
- Total expenses
- $28,020,019
- Net increase / (decrease)
- $65,518,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $248,982 | $0 | 2023 |
| Forvis, Llp | NONE | $21,840 | $0 | 2023 |
| Intellicents Investment Solutions | NONE | $18,202 | $0 | 2023 |
| Summit Fiduciary Group, LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avi Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Alerus Financial, N.A. — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Intellicents Investment Solutions — Schedule C compensation
- Summit Fiduciary Group, LLC — Schedule C compensation