Avalon & Tahoe 401(K) Retirement Plan — Form 5500 plan (Avalon & Tahoe Mfg., 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, Avalon & Tahoe 401(K) Retirement Plan is a benefit plan reported by Avalon & Tahoe Mfg., Inc. under EIN 38-2385785 and plan number 001. The latest loaded filing year is 2023. The filing reports 626 participants and $14,545,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avalon & Tahoe Mfg., Inc.
- EIN
- 38-2385785
- Plan number
- 001
- Plan type
- 2
- Location
- Alma, MI
- Latest filing year
- 2023
- Participants
- 626
- End-of-year plan assets
- $14,545,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 626 | H, C | 20241010105647NAL0019952865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,545,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,545,683
- Net assets (BOY)
- $9,627,566
Income & contributions
- Employer contributions
- $1,017,552
- Participant contributions
- $1,639,669
- Total contributions
- $3,552,381
- Total income / additions
- $5,558,251
Expenses & distributions
- Benefits paid
- $580,450
- Administrative expenses
- $59,684
- Total expenses
- $640,134
- Net increase / (decrease)
- $4,918,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $34,827 | $0 | 2023 |
| Great Lakes Pension Associates, Inc | THIRD PARTY ADMINISTRATO | $24,857 | $0 | 2023 |
| Capital Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avalon & Tahoe Mfg., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Alma, MI
- Capital Group Retirement Plan Servi — Schedule C compensation
- Great Lakes Pension Associates, Inc — Schedule C compensation
- Capital Bank And Trust Company — Schedule C compensation