Sovereign Distributors, Inc. T/A Avalon Flooring 401(K) Plan — Form 5500 plan (Sovereign Distributors, Inc. T/A Avalon Flooring)
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, Sovereign Distributors, Inc. T/A Avalon Flooring 401(K) Plan is a benefit plan reported by Sovereign Distributors, Inc. T/A Avalon Flooring under EIN 22-2985143 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $23,822,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sovereign Distributors, Inc. T/A Avalon Flooring
- EIN
- 22-2985143
- Plan number
- 001
- Plan type
- 2
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $23,822,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241014134333NAL0026303601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,822,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,822,639
- Net assets (BOY)
- $20,924,199
Income & contributions
- Employer contributions
- $11,940
- Participant contributions
- $1,739,491
- Total contributions
- $2,072,339
- Total income / additions
- $5,347,169
Expenses & distributions
- Benefits paid
- $2,342,049
- Administrative expenses
- $106,680
- Total expenses
- $2,448,729
- Net increase / (decrease)
- $2,898,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,001 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | ADVISOR | $31,679 | not reported in the loaded dataset | 2023 |
| Capaldi Reynolds & Pelosi, P.A. | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sovereign Distributors, Inc. T/A Avalon Flooring
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Capaldi Reynolds & Pelosi, P.A. — Schedule C compensation