2023 Form 5500 filing — Avion Consulting 401(K) Profit Sharing Plan And Trust

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 20240806132448NAL0002296753001) for Avion Consulting 401(K) Profit Sharing Plan And Trust, reported by Avion Consulting under EIN 46-4393173 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,464,028
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240806132448NAL0002296753001
Plan sponsor
Avion Consulting
EIN
46-4393173
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$826.3K
Total expenses$32.3K
Benefits paid / distributions$31.8K
Contributions
Employer$69.4K
Participant$160.3K
Full reported line items
Total assets (EOY)
$2,464,028
Total liabilities (EOY)
$0
Net assets (EOY)
$2,464,028
Employer contributions
$69,379
Participant contributions
$160,326
Total income / additions
$826,295
Benefits paid
$31,783
Administrative expenses
$494
Total expenses
$32,277
Net increase / (decrease)
$794,018

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806132448NAL0002296753001 cover?
It is the 2023 Form 5500 filing for Avion Consulting 401(K) Profit Sharing Plan And Trust, reported by Avion Consulting (EIN 46-4393173).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages