2023 Form 5500 filing — Advent International L.P. Employees' Profit-Sharing 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 20241007181632NAL0026938848001) for Advent International L.P. Employees' Profit-Sharing Retirement Plan, reported by Advent International L.P. under EIN 04-2840139 and plan number 001. It reports 412 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)$102.5MReported net assets$102,505,195
Participants412
Provider compensation$36.4K2 Schedule C row(s)$36,403
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007181632NAL0026938848001
- Plan sponsor
- Advent International L.P.
- EIN
- 04-2840139
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$102.5M total assets
Net assets$102.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $102,505,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,505,195
- Employer contributions
- $2,436,053
- Participant contributions
- $4,592,968
- Total income / additions
- $25,309,803
- Benefits paid
- $7,063,405
- Administrative expenses
- $36,403
- Total expenses
- $7,099,808
- Net increase / (decrease)
- $18,209,995
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $24,696 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | $11,707 | $0 |