Av Squad, Lp 401(K) Plan — Form 5500 plan (Av Squad, Lp)

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, Av Squad, Lp 401(K) Plan is a benefit plan reported by Av Squad, Lp under EIN 47-4160801 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $12,782,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Av Squad, Lp
EIN
47-4160801
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
210
End-of-year plan assets
$12,782,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240730162141NAL0020473169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,782,342
Total liabilities (EOY)
$0
Net assets (EOY)
$12,782,342
Net assets (BOY)
$9,583,431

Income & contributions

Employer contributions
$236,676
Participant contributions
$1,622,346
Total contributions
$2,062,004
Total income / additions
$3,756,158

Expenses & distributions

Benefits paid
$515,936
Administrative expenses
$41,311
Total expenses
$557,247
Net increase / (decrease)
$3,198,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For Business, LLCRECORDKEEPER$41,312not reported in the loaded dataset2023

Related Form 5500 pages