Avalon Capital Group Ii, LLC 401(K) Plan — Form 5500 plan (Avalon Capital Group Ii, LLC)
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 Capital Group Ii, LLC 401(K) Plan is a benefit plan reported by Avalon Capital Group Ii, LLC under EIN 81-4598761 and plan number 001. The latest loaded filing year is 2023. The filing reports 78 participants and $12,817,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avalon Capital Group Ii, LLC
- EIN
- 81-4598761
- Plan number
- 001
- Plan type
- 2
- Location
- North Sioux City, SD
- Latest filing year
- 2023
- Participants
- 78
- End-of-year plan assets
- $12,817,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78 | I | 20240716090137NAL0001412403001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,817,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,817,640
- Net assets (BOY)
- $11,272,251
Income & contributions
- Employer contributions
- $435,078
- Participant contributions
- $707,737
- Total income / additions
- $3,079,080
Expenses & distributions
- Benefits paid
- $1,505,476
- Administrative expenses
- $28,215
- Total expenses
- $1,533,691
- Net increase / (decrease)
- $1,545,389
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.