Avera Enterprises, Inc. Retirement Plan — Form 5500 plan (Avera 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, Avera Enterprises, Inc. Retirement Plan is a benefit plan reported by Avera Enterprises, Inc. under EIN 46-5677903 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $405,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avera Enterprises, Inc.
- EIN
- 46-5677903
- Plan number
- 001
- Plan type
- 2
- Location
- Holly Springs, NC
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $405,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240711122158NAL0009322803001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $405,374
- Net assets (EOY)
- $405,374
- Net assets (BOY)
- $400,920
Income & contributions
- Total income / additions
- $4,454
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $4,454
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.