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, Avenu Insights & Analytics, LLC 401(K) Plan is a benefit plan reported by Avenu Insights & Analytics, LLC under EIN 81-4960875 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $59,452,761 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,452,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,452,761
- Net assets (BOY)
- $49,915,560
Income & contributions
- Employer contributions
- $1,419,994
- Participant contributions
- $3,128,549
- Total contributions
- $4,926,819
- Total income / additions
- $14,776,184
Expenses & distributions
- Benefits paid
- $5,036,072
- Administrative expenses
- $202,911
- Total expenses
- $5,238,983
- Net increase / (decrease)
- $9,537,201