2023 Form 5500 filing — Avalon & Tahoe 401(K) Retirement 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 20241010105647NAL0019952865001) for Avalon & Tahoe 401(K) Retirement Plan, reported by Avalon & Tahoe Mfg., Inc. under EIN 38-2385785 and plan number 001. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105647NAL0019952865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avalon & Tahoe Mfg., Inc.
- EIN
- 38-2385785
- Plan number
- 001
- Location
- Alma, MI
- Participants
- 626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,545,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,545,683
- Employer contributions
- $1,017,552
- Participant contributions
- $1,639,669
- Total income / additions
- $5,558,251
- Benefits paid
- $580,450
- Administrative expenses
- $59,684
- Total expenses
- $640,134
- Net increase / (decrease)
- $4,918,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $34,827 | $0 |
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $24,857 | $0 |
| Capital Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset |