2023 Form 5500 filing — Avl North America, Inc. 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 20241010114420NAL0011430019001) for Avl North America, Inc. 401(K) Plan, reported by Avl Michigan Holding Corporation under EIN 38-3164257 and plan number 001. It reports 1,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114420NAL0011430019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avl Michigan Holding Corporation
- EIN
- 38-3164257
- Plan number
- 001
- Location
- Plymouth, MI
- Participants
- 1,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,825,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,825,458
- Employer contributions
- $3,342,808
- Participant contributions
- $5,868,291
- Total income / additions
- $30,000,433
- Benefits paid
- $15,667,715
- Administrative expenses
- $83,196
- Total expenses
- $15,750,911
- Net increase / (decrease)
- $14,249,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $59,849 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $43,367 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $23,806 | $0 |
| Morningstar | SERVICE PROVIDER | $0 | $20,737 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $16,023 | $0 |