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, Lewis Johs Avallone Aviles Retirement Plan is a benefit plan reported by Lewis Johs Avallone Aviles, Llp under EIN 11-3168894 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $26,426,070 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,426,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,426,070
- Net assets (BOY)
- $24,106,786
Income & contributions
- Participant contributions
- $1,074,405
- Total contributions
- $1,273,910
- Total income / additions
- $5,702,973
Expenses & distributions
- Benefits paid
- $3,374,085
- Administrative expenses
- $9,604
- Total expenses
- $3,383,689
- Net increase / (decrease)
- $2,319,284