Christopherson Andavo Lp 401(K) Plan — Form 5500 plan (Christopherson Andavo Travel Lp)
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, Christopherson Andavo Lp 401(K) Plan is a benefit plan reported by Christopherson Andavo Travel Lp under EIN 46-1790204 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $18,014,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christopherson Andavo Travel Lp
- EIN
- 46-1790204
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $18,014,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20240925181624NAL0015186097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,014,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,014,714
- Net assets (BOY)
- $14,594,045
Income & contributions
- Employer contributions
- $592,786
- Participant contributions
- $1,374,094
- Total contributions
- $2,050,913
- Total income / additions
- $4,642,124
Expenses & distributions
- Benefits paid
- $1,136,587
- Administrative expenses
- $84,868
- Total expenses
- $1,221,455
- Net increase / (decrease)
- $3,420,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADV | $45,366 | not reported in the loaded dataset | 2023 |
| Pcs Retirement LLC | RECORDKEEPER | $13,716 | $0 | 2023 |