2023 Form 5500 filing — Avalon Capital Group Ii, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716090137NAL0001412403001) for Avalon Capital Group Ii, LLC 401(K) Plan, reported by Avalon Capital Group Ii, LLC under EIN 81-4598761 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240716090137NAL0001412403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avalon Capital Group Ii, LLC
- EIN
- 81-4598761
- Plan number
- 001
- Location
- North Sioux City, SD
- Participants
- 78
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,817,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,817,640
- Employer contributions
- $435,078
- Participant contributions
- $707,737
- Total income / additions
- $3,079,080
- Benefits paid
- $1,505,476
- Administrative expenses
- $28,215
- Total expenses
- $1,533,691
- Net increase / (decrease)
- $1,545,389
- Schedule source
- Schedule I