Plan5500

Avery Abrasives, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Avery Abrasives, Inc (EIN 06-0762011) is a plan sponsor located in Trumball, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0762011
Location
Trumball, CT
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Avery Abrasives, Inc

  • 1 loaded plans hold $45.6K in reported assets.
  • The largest, Avery Abrasives, Inc Esop, holds 100% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.6KSummed across loaded plans$45,650
Total reported assets$45.6K$45,650
Total reported participants20
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$45.6K total assets
Net assets$45.6KLiabilities—
Contributions & income
Total income / additions$6.8K
Expenses & distributions
Benefits paid / distributions$8.2K
Total expenses$8.2K
Net increase / (decrease)-$1.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Avery Abrasives, Inc Esop
Participants per plan20Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Avery Abrasives, Inc Esop$45.6K
    Plan #001 · 20 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Avery Abrasives, Inc. Open one for its full reported snapshot.

  1. 2023
    Avery Abrasives, Inc Esop20 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Avery Abrasives, Inc report on Form 5500?
Avery Abrasives, Inc (EIN 06-0762011) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Avery Abrasives, Inc?
The Employer Identification Number (EIN) reported for Avery Abrasives, Inc is 06-0762011.
What is the latest Form 5500 filing year for Avery Abrasives, Inc?
The latest loaded Form 5500 filing year for Avery Abrasives, Inc is 2023.

Related Form 5500 pages