Avionos, LLC 401(K) Plan — Form 5500 plan (Avionos, LLC)
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, Avionos, LLC 401(K) Plan is a benefit plan reported by Avionos, LLC under EIN 47-1672745 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avionos, LLC
- EIN
- 47-1672745
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015093604NAL0014324387001 |
| 2023 | 129 | H, C | 20241118182857NAL0002506064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,258,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,035
- Net assets (BOY)
- $4,714,879
Income & contributions
- Employer contributions
- $321,862
- Participant contributions
- $1,318,655
- Total contributions
- $1,871,113
- Total income / additions
- $2,898,130
Expenses & distributions
- Benefits paid
- $1,301,648
- Administrative expenses
- $43,348
- Total expenses
- $1,354,974
- Net increase / (decrease)
- $1,543,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $26,002 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,346 | $0 | 2023 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $10,471 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,579 | $0 | 2023 |