2023 Form 5500 filing — Lewis Johs Avallone Aviles 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 20240829143447NAL0027523698001) for Lewis Johs Avallone Aviles Retirement Plan, reported by Lewis Johs Avallone Aviles, Llp under EIN 11-3168894 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829143447NAL0027523698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Johs Avallone Aviles, Llp
- EIN
- 11-3168894
- Plan number
- 001
- Location
- Islandia, NY
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,426,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,426,070
- Participant contributions
- $1,074,405
- Total income / additions
- $5,702,973
- Benefits paid
- $3,374,085
- Administrative expenses
- $9,604
- Total expenses
- $3,383,689
- Net increase / (decrease)
- $2,319,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $9,604 | $0 |