Plan5500

Avox Systems Union Pension Plan — 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 Union Pension Plan is a benefit plan reported by Avox Systems Inc. under EIN 26-3112854 and plan number 003. The latest loaded filing year is 2023. The filing reports 302 participants and $10,804,636 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
003
Plan type
2
Location
Lancaster, NY
Latest filing year
2023
Participants
302
End-of-year plan assets
$10,804,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241015092342NAL0016053011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,804,636
Total liabilities (EOY)
$7,884
Net assets (EOY)
$10,796,752
Net assets (BOY)
$10,203,363

Income & contributions

Total contributions
$0
Total income / additions
$1,453,652

Expenses & distributions

Benefits paid
$754,430
Administrative expenses
$105,833
Total expenses
$860,263
Net increase / (decrease)
$593,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$53,965not reported in the loaded dataset2023
Alesco AdvisorsNONE$35,928not reported in the loaded dataset2023
Compass OneINDEPENDENT CONTRACTOR$12,737not reported in the loaded dataset2023

Related Form 5500 pages