2023 Form 5500 filing — Avgol America, Inc. 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 20241015144822NAL0049992944001) for Avgol America, Inc. 401(K) Plan, reported by Avgol America, Inc. under EIN 58-2626494 and plan number 001. It reports 309 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)$12.6MReported net assets$12,564,705
Participants309
Provider compensation$56.2K2 Schedule C row(s)$56,238
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144822NAL0049992944001
Plan sponsor
Avgol America, Inc.
EIN
58-2626494
Plan number
001
Location
Mocksville, NC
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$914.2K
Benefits paid / distributions$856.1K
Contributions
Employer$544.8K
Participant$932.9K
Full reported line items
Total assets (EOY)
$12,564,705
Total liabilities (EOY)
$0
Net assets (EOY)
$12,564,705
Employer contributions
$544,805
Participant contributions
$932,895
Total income / additions
$3,171,363
Benefits paid
$856,120
Administrative expenses
$58,057
Total expenses
$914,177
Net increase / (decrease)
$2,257,186

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$30,402$0
First Heartland Consultants IncADVISOR$25,836not reported in the loaded dataset

Related Form 5500 pages