Aiv, L.P. 401(K) Plan — Form 5500 plan (Aiv, L.P.)

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, Aiv, L.P. 401(K) Plan is a benefit plan reported by Aiv, L.P. under EIN 76-0325317 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $27,563,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aiv, L.P.
EIN
76-0325317
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
284
End-of-year plan assets
$27,563,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20241002090242NAL0008064561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,563,326
Net assets (EOY)
$27,563,326
Net assets (BOY)
$22,103,137

Income & contributions

Employer contributions
$901,288
Participant contributions
$1,126,359
Total contributions
$2,128,578
Total income / additions
$6,371,747

Expenses & distributions

Benefits paid
$814,022
Administrative expenses
$97,536
Total expenses
$911,558
Net increase / (decrease)
$5,460,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Insurance Group IncADVISOR$36,014$02023
John Hancock Life Insurance CompanyRECORDKEEPER$34,847$02023
Nova 401 (K) AssociatesTHIRD PARTY ADMINISTRATOR$11,254$02023

Related Form 5500 pages