Plan5500

Avox Systems Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Avox Systems, Inc. under EIN 26-3112854 and plan number 004. The latest loaded filing year is 2023. The filing reports 183 participants and $4,724,549 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
004
Plan type
2
Location
Lancaster, NY
Latest filing year
2023
Participants
183
End-of-year plan assets
$4,724,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241014104902NAL0014791955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,724,549
Total liabilities (EOY)
$0
Net assets (EOY)
$4,724,549
Net assets (BOY)
$4,498,167

Income & contributions

Employer contributions
$347,159
Total contributions
$347,159
Total income / additions
$995,920

Expenses & distributions

Benefits paid
$704,268
Administrative expenses
$65,270
Total expenses
$769,538
Net increase / (decrease)
$226,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$49,615not reported in the loaded dataset2023
Alesco Advisors, Inc.NONE$15,655not reported in the loaded dataset2023

Related Form 5500 pages