Avanti Destinations 401(K) Plan — Form 5500 plan (Avanti Destinations, 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, Avanti Destinations 401(K) Plan is a benefit plan reported by Avanti Destinations, LLC under EIN 92-1372894 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $4,745,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avanti Destinations, LLC
EIN
92-1372894
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
132
End-of-year plan assets
$4,745,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240911180130NAL0014933586001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,745,907
Total liabilities (EOY)
$5,632
Net assets (EOY)
$4,740,275
Net assets (BOY)
$4,042,703

Income & contributions

Employer contributions
$255,435
Participant contributions
$394,391
Total contributions
$704,693
Total income / additions
$1,395,613

Expenses & distributions

Benefits paid
$635,719
Administrative expenses
$20,926
Total expenses
$656,645
Net increase / (decrease)
$738,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Plan SpecialistsTPA$7,322$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,872$02023

Related Form 5500 pages