Aiv, L.P. 401(K) Plan — Form 5500 plan (Aiv, L.P.)
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, Aiv, L.P. 401(K) Plan is a benefit plan reported by Aiv, L.P. under EIN 76-0325317 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $27,563,326 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.6MPlan net assets, end of year$27,563,326
Participants284Covered participants reported
Assets / participant$97.1KComputed: assets ÷ participants$97,054 (computed)
Provider compensation$82.1K3 Schedule C provider row(s)$82,115
- Plan sponsor
- Aiv, L.P.
- EIN
- 76-0325317
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241002090242NAL0008064561001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.6M total assets
Net assets$27.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $27,563,326
- Net assets (EOY)
- $27,563,326
- Net assets (BOY)
- $22,103,137
Income & contributions
- Employer contributions
- $901,288
- Participant contributions
- $1,126,359
- Total contributions
- $2,128,578
- Total income / additions
- $6,371,747
Expenses & distributions
- Benefits paid
- $814,022
- Administrative expenses
- $97,536
- Total expenses
- $911,558
- Net increase / (decrease)
- $5,460,189
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Insurance Group Inc | ADVISOR | $36,014 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $34,847 | $0 | 2023 |
| Nova 401 (K) Associates | THIRD PARTY ADMINISTRATOR | $11,254 | $0 | 2023 |