2023 Form 5500 filing — Avnet 401(K) 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 20241003152953NAL0005840643001) for Avnet 401(K) Plan, reported by Avnet, Inc. under EIN 11-1890605 and plan number 102. It reports 5,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152953NAL0005840643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avnet, Inc.
- EIN
- 11-1890605
- Plan number
- 102
- Location
- Phoenix, AZ
- Participants
- 5,248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $609,087,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $609,087,239
- Employer contributions
- $445
- Participant contributions
- $22,776,052
- Total income / additions
- $123,582,438
- Benefits paid
- $51,938,322
- Administrative expenses
- $272,284
- Total expenses
- $52,242,226
- Net increase / (decrease)
- $71,340,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $215,185 | $0 |
| Callan LLC | INVESTING ADVISOR | $31,669 | not reported in the loaded dataset |
| Cbiz Cpas Pc | CONSULTANT | $24,380 | not reported in the loaded dataset |