2023 Form 5500 filing — Avenue Capital Group And Affiliates 401(K) Profit Sharing
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 20240822051454NAL0004750817001) for Avenue Capital Group And Affiliates 401(K) Profit Sharing, reported by Avenue Capital Management Ii, Lp under EIN 52-2258514 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822051454NAL0004750817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avenue Capital Management Ii, Lp
- EIN
- 52-2258514
- Plan number
- 001
- Location
- New York, NY
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,703,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,703,203
- Participant contributions
- $2,006,612
- Total income / additions
- $7,020,475
- Benefits paid
- $4,583,980
- Administrative expenses
- $106,968
- Total expenses
- $4,691,229
- Net increase / (decrease)
- $2,329,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Managemen | INVESTMENT/FINANCIAL ADVI | $74,524 | $0 |
| Adp, Inc. | RECORD KEEPER | $32,444 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |