2023 Form 5500 filing — B Avery Enterprises, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240428074331NAL0017975554001) for B Avery Enterprises, Inc. Retirement Plan, reported by B Avery Enterprises, Inc. under EIN 46-5104203 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240428074331NAL0017975554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B Avery Enterprises, Inc.
- EIN
- 46-5104203
- Plan number
- 001
- Location
- Cape Coral, FL
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $866,940
- Net assets (EOY)
- $866,940
- Employer contributions
- $8,000
- Total income / additions
- -$27,881
- Total expenses
- $0
- Net increase / (decrease)
- -$27,881
- Schedule source
- Schedule I