Avon Oaks Caring Community Retirement Plan — Form 5500 plan (R & J Investment Co., 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, Avon Oaks Caring Community Retirement Plan is a benefit plan reported by R & J Investment Co., Inc. under EIN 34-0968965 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $3,900,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R & J Investment Co., Inc.
- EIN
- 34-0968965
- Plan number
- 001
- Plan type
- 2
- Location
- Avon, OH
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $3,900,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | I | 20241010153831NAL0011671507001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,900,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,900,379
- Net assets (BOY)
- $3,619,586
Income & contributions
- Employer contributions
- $16,859
- Participant contributions
- $93,881
- Total income / additions
- $642,309
Expenses & distributions
- Benefits paid
- $350,094
- Administrative expenses
- $9,929
- Total expenses
- $361,516
- Net increase / (decrease)
- $280,793
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.