2023 Form 5500 filing — Avalon Holdings Corporation Participating Companies Profit Sharing Plan And Trust
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 20240906111014NAL0001687248001) for Avalon Holdings Corporation Participating Companies Profit Sharing Plan And Trust, reported by Avalon Holdings Corporation under EIN 34-1863889 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906111014NAL0001687248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avalon Holdings Corporation
- EIN
- 34-1863889
- Plan number
- 001
- Location
- Warren, OH
- Participants
- 357
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,088,001
- Total liabilities (EOY)
- $22,396
- Net assets (EOY)
- $7,065,605
- Employer contributions
- $19,432
- Participant contributions
- $369,402
- Total income / additions
- $1,606,281
- Benefits paid
- $1,094,563
- Administrative expenses
- $43,174
- Total expenses
- $1,160,133
- Net increase / (decrease)
- $446,148
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $19,842 | $6,067 |
| First National Trust Company | NONE | $23,331 | not reported in the loaded dataset |