Avl North America, Inc. 401(K) Plan — Form 5500 plan (Avl Michigan Holding Corporation)
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, Avl North America, Inc. 401(K) Plan is a benefit plan reported by Avl Michigan Holding Corporation under EIN 38-3164257 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,092 participants and $139,825,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avl Michigan Holding Corporation
- EIN
- 38-3164257
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MI
- Latest filing year
- 2023
- Participants
- 1,092
- End-of-year plan assets
- $139,825,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,092 | H, C | 20241010114420NAL0011430019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,825,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,825,458
- Net assets (BOY)
- $125,575,936
Income & contributions
- Employer contributions
- $3,342,808
- Participant contributions
- $5,868,291
- Total contributions
- $9,438,079
- Total income / additions
- $30,000,433
Expenses & distributions
- Benefits paid
- $15,667,715
- Administrative expenses
- $83,196
- Total expenses
- $15,750,911
- Net increase / (decrease)
- $14,249,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $59,849 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $43,367 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $23,806 | $0 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $20,737 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $16,023 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avl Michigan Holding Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Plymouth, MI
- Global Retirement Partners LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation