Fourth Avenue Holding LLC 401(K) Plan — Form 5500 plan (Fourth Avenue Holding 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, Fourth Avenue Holding LLC 401(K) Plan is a benefit plan reported by Fourth Avenue Holding LLC under EIN 90-1023644 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $4,904,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fourth Avenue Holding LLC
- EIN
- 90-1023644
- Plan number
- 001
- Plan type
- 2
- Location
- Hutchinson, KS
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $4,904,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20240814112001NAL0011691089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,904,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,904,711
- Net assets (BOY)
- $4,117,146
Income & contributions
- Employer contributions
- $173,654
- Participant contributions
- $329,410
- Total contributions
- $503,064
- Total income / additions
- $1,253,240
Expenses & distributions
- Benefits paid
- $435,256
- Administrative expenses
- $30,419
- Total expenses
- $465,675
- Net increase / (decrease)
- $787,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $14,889 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,396 | $0 | 2023 |