Avox Systems 401(K) Plan For Bargaining Unit Employees — Form 5500 plan (Avox Systems Inc.)
Plain-English plan 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, Avox Systems 401(K) Plan For Bargaining Unit Employees is a benefit plan reported by Avox Systems Inc. under EIN 26-3112854 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $7,081,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avox Systems Inc.
- EIN
- 26-3112854
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, NY
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $7,081,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241010152715NAL0010190099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,081,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,081,701
- Net assets (BOY)
- $7,562,064
Income & contributions
- Employer contributions
- $49,372
- Participant contributions
- $481,424
- Total contributions
- $530,796
- Total income / additions
- $1,593,085
Expenses & distributions
- Benefits paid
- $2,057,672
- Administrative expenses
- $2,468
- Total expenses
- $2,073,448
- Net increase / (decrease)
- -$480,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $563 | $0 | 2023 |