Avalon Holdings Corporation Participating Companies Profit Sharing Plan And Trust — Form 5500 plan (Avalon Holdings Corporation)
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, Avalon Holdings Corporation Participating Companies Profit Sharing Plan And Trust is a benefit plan reported by Avalon Holdings Corporation under EIN 34-1863889 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $7,088,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avalon Holdings Corporation
- EIN
- 34-1863889
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $7,088,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | I, C | 20240906111014NAL0001687248001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,088,001
- Total liabilities (EOY)
- $22,396
- Net assets (EOY)
- $7,065,605
- Net assets (BOY)
- $6,619,457
Income & contributions
- Employer contributions
- $19,432
- Participant contributions
- $369,402
- Total income / additions
- $1,606,281
Expenses & distributions
- Benefits paid
- $1,094,563
- Administrative expenses
- $43,174
- Total expenses
- $1,160,133
- Net increase / (decrease)
- $446,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $19,842 | $6,067 | 2023 |
| First National Trust Company | NONE | $23,331 | not reported in the loaded dataset | 2023 |