2023 Form 5500 filing — Avon Oaks Caring Community 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 20241010153831NAL0011671507001) for Avon Oaks Caring Community Retirement Plan, reported by R & J Investment Co., Inc. under EIN 34-0968965 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010153831NAL0011671507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R & J Investment Co., Inc.
- EIN
- 34-0968965
- Plan number
- 001
- Location
- Avon, OH
- Participants
- 146
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,900,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,900,379
- Employer contributions
- $16,859
- Participant contributions
- $93,881
- Total income / additions
- $642,309
- Benefits paid
- $350,094
- Administrative expenses
- $9,929
- Total expenses
- $361,516
- Net increase / (decrease)
- $280,793
- Schedule source
- Schedule I