Avi-Spl 401(K) Plan — Form 5500 plan (Avi-Spl 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, Avi-Spl 401(K) Plan is a benefit plan reported by Avi-Spl LLC under EIN 59-1958935 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,866 participants and $213,268,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avi-Spl LLC
EIN
59-1958935
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
3,866
End-of-year plan assets
$213,268,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,866H, C20240912140322NAL0004483491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,268,884
Total liabilities (EOY)
$0
Net assets (EOY)
$213,268,884
Net assets (BOY)
$167,148,003

Income & contributions

Employer contributions
$2,134,413
Participant contributions
$21,312,582
Total contributions
$28,292,085
Total income / additions
$58,532,864

Expenses & distributions

Benefits paid
$18,026,429
Administrative expenses
-$99,301
Total expenses
$17,932,242
Net increase / (decrease)
$40,600,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harbor Investment Advisory, LLCCONSULTANT$70,000not reported in the loaded dataset2023
Cbiz Cpas P.C.PLAN AUDITOR$19,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$189,859$02023

Related Form 5500 pages