Plan5500

Avon Old Farms School Defined Contribution Retirement Plan — Form 5500 plan (Avon Old Farms School, Inc.)

Plain-English plan 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, Avon Old Farms School Defined Contribution Retirement Plan is a benefit plan reported by Avon Old Farms School, Inc. under EIN 06-0655480 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $52,444,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avon Old Farms School, Inc.
EIN
06-0655480
Plan number
001
Plan type
2
Location
Avon, CT
Latest filing year
2023
Participants
393
End-of-year plan assets
$52,444,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20250205143941NAL0017275392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,444,621
Total liabilities (EOY)
$2,990
Net assets (EOY)
$52,441,631
Net assets (BOY)
$48,611,508

Income & contributions

Employer contributions
$1,436,377
Participant contributions
$736,756
Total contributions
$2,185,316
Total income / additions
$7,961,572

Expenses & distributions

Benefits paid
$4,099,189
Administrative expenses
$32,260
Total expenses
$4,131,449
Net increase / (decrease)
$3,830,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cohnreznick, LlpNONE$15,750not reported in the loaded dataset2023
Lpl FinancialNONE$8,000not reported in the loaded dataset2023
TiaaNONE$7,984$02023

Related Form 5500 pages