Avenue Logistics, LLC 401(K) Plan — Form 5500 plan (Avenue Logistics, LLC)

Plain-English plan 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, Avenue Logistics, LLC 401(K) Plan is a benefit plan reported by Avenue Logistics, LLC under EIN 27-2357711 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $5,275,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avenue Logistics, LLC
EIN
27-2357711
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
190
End-of-year plan assets
$5,275,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240930101331NAL0009976544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,275,092
Total liabilities (EOY)
$0
Net assets (EOY)
$5,275,092
Net assets (BOY)
$3,638,086

Income & contributions

Employer contributions
$252,041
Participant contributions
$979,876
Total contributions
$1,480,783
Total income / additions
$2,073,409

Expenses & distributions

Benefits paid
$181,139
Administrative expenses
$40,372
Total expenses
$436,403
Net increase / (decrease)
$1,637,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$18,119$02023
Sassetti LLCSERVICE PROVIDER$15,971not reported in the loaded dataset2023
Merrill LynchSERVICE PROVIDER$6,282not reported in the loaded dataset2023

Related Form 5500 pages