B Avery Enterprises, Inc. Retirement Plan — Form 5500 plan (B Avery Enterprises, 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, B Avery Enterprises, Inc. Retirement Plan is a benefit plan reported by B Avery Enterprises, Inc. under EIN 46-5104203 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $866,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Avery Enterprises, Inc.
- EIN
- 46-5104203
- Plan number
- 001
- Plan type
- 2
- Location
- Cape Coral, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $866,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240428074331NAL0017975554001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $866,940
- Net assets (EOY)
- $866,940
- Net assets (BOY)
- $894,821
Income & contributions
- Employer contributions
- $8,000
- Total income / additions
- -$27,881
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$27,881
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.