2023 Form 5500 filing — Avm, L.P. Profit Sharing 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 20241001100727NAL0006908257001) for Avm, L.P. Profit Sharing Plan, reported by Avm, L.P. under EIN 36-3256076 and plan number 001. It reports 115 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)$64.5MReported net assets$64,540,252
Participants115
Provider compensation$1.7K1 Schedule C row(s)$1,702
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001100727NAL0006908257001
Plan sponsor
Avm, L.P.
EIN
36-3256076
Plan number
001
Location
Boca Raton, FL
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)$64.5M total assets
Net assets$64.5MLiabilities$97
Money in vs. money out
Total income / additions$13.7M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$4M
Participant$0
Full reported line items
Total assets (EOY)
$64,540,349
Total liabilities (EOY)
$97
Net assets (EOY)
$64,540,252
Employer contributions
$3,964,022
Participant contributions
$0
Total income / additions
$13,674,962
Benefits paid
$4,436,257
Administrative expenses
-$1,512
Total expenses
$4,478,245
Net increase / (decrease)
$9,196,717
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001100727NAL0006908257001 cover?
It is the 2023 Form 5500 filing for Avm, L.P. Profit Sharing Plan, reported by Avm, L.P. (EIN 36-3256076).
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).

Related Form 5500 pages