Advics 401(K) Plan — Form 5500 plan (Advics North America, Inc.)
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, Advics 401(K) Plan is a benefit plan reported by Advics North America, Inc. under EIN 30-0022045 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,059 participants and $157,909,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advics North America, Inc.
- EIN
- 30-0022045
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 2,059
- End-of-year plan assets
- $157,909,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,059 | H, C | 20250122084948NAL0004298145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,909,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,909,065
- Net assets (BOY)
- $138,016,013
Income & contributions
- Employer contributions
- $6,279,591
- Participant contributions
- $7,074,341
- Total contributions
- $13,658,540
- Total income / additions
- $34,744,537
Expenses & distributions
- Benefits paid
- $14,501,576
- Administrative expenses
- $323,561
- Total expenses
- $14,851,485
- Net increase / (decrease)
- $19,893,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $241,743 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $41,200 | not reported in the loaded dataset | 2023 |
| Thompson Hine | NONE | $27,469 | not reported in the loaded dataset | 2023 |
| Mcm Cpas& Advisors Llp | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advics North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lebanon, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Thompson Hine — Schedule C compensation
- Mcm Cpas& Advisors Llp — Schedule C compensation