2023 Form 5500 filing — Avon Old Farms School Defined Contribution 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 20250205143941NAL0017275392001) for Avon Old Farms School Defined Contribution Retirement Plan, reported by Avon Old Farms School, Inc. under EIN 06-0655480 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205143941NAL0017275392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avon Old Farms School, Inc.
- EIN
- 06-0655480
- Plan number
- 001
- Location
- Avon, CT
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,444,621
- Total liabilities (EOY)
- $2,990
- Net assets (EOY)
- $52,441,631
- Employer contributions
- $1,436,377
- Participant contributions
- $736,756
- Total income / additions
- $7,961,572
- Benefits paid
- $4,099,189
- Administrative expenses
- $32,260
- Total expenses
- $4,131,449
- Net increase / (decrease)
- $3,830,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick, Llp | NONE | $15,750 | not reported in the loaded dataset |
| Lpl Financial | NONE | $8,000 | not reported in the loaded dataset |
| Tiaa | NONE | $7,984 | $0 |