2023 Form 5500 filing — Avenir Global Us 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 20240702105544NAL0007277248001) for Avenir Global Us Retirement Plan, reported by Padilla Speer Beardsley Inc. under EIN 41-0793514 and plan number 003. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702105544NAL0007277248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Padilla Speer Beardsley Inc.
- EIN
- 41-0793514
- Plan number
- 003
- Location
- Minneapolis, MN
- Participants
- 420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,349,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,349,639
- Employer contributions
- $730,413
- Participant contributions
- $1,834,689
- Total income / additions
- $8,529,838
- Benefits paid
- $2,506,223
- Administrative expenses
- $55,905
- Total expenses
- $2,568,770
- Net increase / (decrease)
- $5,961,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers Inc | ADVISOR | $29,075 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,486 | $0 |