2023 Form 5500 filing — Avox Systems 401(K) Plan For Bargaining Unit Employees
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 20241010152715NAL0010190099001) for Avox Systems 401(K) Plan For Bargaining Unit Employees, reported by Avox Systems Inc. under EIN 26-3112854 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152715NAL0010190099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avox Systems Inc.
- EIN
- 26-3112854
- Plan number
- 002
- Location
- Lancaster, NY
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,081,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,081,701
- Employer contributions
- $49,372
- Participant contributions
- $481,424
- Total income / additions
- $1,593,085
- Benefits paid
- $2,057,672
- Administrative expenses
- $2,468
- Total expenses
- $2,073,448
- Net increase / (decrease)
- -$480,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $563 | $0 |