2023 Form 5500 filing — Avanti Residential, LLC Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529120231NAL0012090625001) for Avanti Residential, LLC Retirement Plan, reported by Capital Real Estate, LLC Dba Avanti Residential, LLC under EIN 27-1922831 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,468,974

Participants221

Provider compensation$28.5K3 Schedule C row(s)$28,539

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240529120231NAL0012090625001
Plan sponsor: Capital Real Estate, LLC Dba Avanti Residential, LLC
EIN: 27-1922831
Plan number: 001
Location: Denver, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets

Net assets$4.5MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$343.8K

Benefits paid / distributions$322K

Contributions

Employer$371.1K

Participant$705.3K

Full reported line items

Total assets (EOY): $4,468,974
Total liabilities (EOY): $0
Net assets (EOY): $4,468,974
Employer contributions: $371,080
Participant contributions: $705,281
Total income / additions: $2,168,934
Benefits paid: $321,986
Administrative expenses: $21,801
Total expenses: $343,787
Net increase / (decrease): $1,825,147

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$21.8K
CONTRACT ADMINISTRATOR · Direct $21.8K · Indirect $0
2
Pensionmark Financial Group, LLC$6.7K
INVESTMENT ADVISORY · Direct $0 · Indirect $6.7K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529120231NAL0012090625001 cover?: It is the 2023 Form 5500 filing for Avanti Residential, LLC Retirement Plan, reported by Capital Real Estate, LLC Dba Avanti Residential, LLC (EIN 27-1922831).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).