Avery St James 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 St James Inc (EIN 83-2165367) is a plan sponsor located in Greenacres, FL 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
83-2165367
Location
Greenacres, FL
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 St James Inc

  • 1 loaded plans hold $120 in reported assets.
  • The largest, Avery St James Inc 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$120Summed across loaded plans
Total reported assets$120
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$120 total assets
Net assets$120Liabilities$0
Contributions & income
Employer contributions$1.1K
Participant contributions$1.2K
Total income / additions$120
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$120

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 St James Inc 401(K) Profit Sharing Plan & Trust
Participants per plan2Average 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
    Plan #001 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Avery St James Inc 401(K) Profit Sharing Plan & Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Avery St James Inc report on Form 5500?
Avery St James Inc (EIN 83-2165367) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Avery St James Inc?
The Employer Identification Number (EIN) reported for Avery St James Inc is 83-2165367.
What is the latest Form 5500 filing year for Avery St James Inc?
The latest loaded Form 5500 filing year for Avery St James Inc is 2023.

Related Form 5500 pages