2023 Form 5500 filing — Avanath Realty Inc 401k 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 20241007065014NAL0026909744001) for Avanath Realty Inc 401k Plan, reported by Avanath Realty Inc under EIN 47-1148636 and plan number 001. It reports 337 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)$2.3MReported net assets$2,258,500
Participants337
Provider compensation$11.1K3 Schedule C row(s)$11,094
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007065014NAL0026909744001
Plan sponsor
Avanath Realty Inc
EIN
47-1148636
Plan number
001
Location
Irvine, CA
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$308.9K
Benefits paid / distributions$284.8K
Contributions
Employer$441.1K
Participant$611.5K
Full reported line items
Total assets (EOY)
$2,258,500
Total liabilities (EOY)
$0
Net assets (EOY)
$2,258,500
Employer contributions
$441,066
Participant contributions
$611,545
Total income / additions
$1,358,949
Benefits paid
$284,841
Administrative expenses
$11,094
Total expenses
$308,937
Net increase / (decrease)
$1,050,012
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$11.1K
    RECORD KEEPER · Direct $11.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007065014NAL0026909744001 cover?
It is the 2023 Form 5500 filing for Avanath Realty Inc 401k Plan, reported by Avanath Realty Inc (EIN 47-1148636).
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