Avian 401(K) Profit Sharing Plan — Form 5500 plan (Avian, 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, Avian 401(K) Profit Sharing Plan is a benefit plan reported by Avian, LLC under EIN 83-0414964 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $37,893,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avian, LLC
EIN
83-0414964
Plan number
001
Plan type
2
Location
Lexington Park, MD
Latest filing year
2023
Participants
426
End-of-year plan assets
$37,893,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20241013103413NAL0012390355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,893,341
Total liabilities (EOY)
$0
Net assets (EOY)
$37,893,341
Net assets (BOY)
$30,888,455

Income & contributions

Employer contributions
$931,274
Participant contributions
$3,227,308
Total contributions
$4,635,636
Total income / additions
$10,232,589

Expenses & distributions

Benefits paid
$3,157,542
Administrative expenses
$69,407
Total expenses
$3,227,703
Net increase / (decrease)
$7,004,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$39,407$02023
Pension Consultants, Inc.CONSULTANT$30,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages