Avenue5 Residential, LLC Employee Savings Plan — Form 5500 plan (Avenue5 Residential, 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, Avenue5 Residential, LLC Employee Savings Plan is a benefit plan reported by Avenue5 Residential, LLC under EIN 47-5247277 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,548 participants and $58,536,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avenue5 Residential, LLC
EIN
47-5247277
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
3,548
End-of-year plan assets
$58,536,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,548H, C20240722142026NAL0010109089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,536,858
Net assets (EOY)
$58,536,858
Net assets (BOY)
$41,895,116

Income & contributions

Employer contributions
$3,880,764
Participant contributions
$11,597,604
Total contributions
$16,294,064
Total income / additions
$24,610,826

Expenses & distributions

Benefits paid
$7,467,354
Administrative expenses
$280,995
Total expenses
$7,969,084
Net increase / (decrease)
$16,641,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Insurance Services Inc.THIRD PARTY ADMIN$0$145,5732023

Related Form 5500 pages