2023 Form 5500 filing — Avon Machining, 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 20241009111733NAL0009143219001) for Avon Machining, LLC 401(K) Plan, reported by Avon Machining, LLC under EIN 82-1036287 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.3MReported net assets$2,287,601
Participants130
Provider compensation$13.7K2 Schedule C row(s)$13,672
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009111733NAL0009143219001
- Plan sponsor
- Avon Machining, LLC
- EIN
- 82-1036287
- Plan number
- 002
- Location
- Shelby Township, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,287,601
- Net assets (EOY)
- $2,287,601
- Employer contributions
- $54,843
- Participant contributions
- $346,912
- Total income / additions
- $737,173
- Benefits paid
- $432,916
- Administrative expenses
- $22,702
- Total expenses
- $466,111
- Net increase / (decrease)
- $271,062
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,421 | $0 |
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,251 | $0 |