Avon Machining, LLC 401(K) Plan — Form 5500 plan (Avon Machining, 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, Avon Machining, LLC 401(K) Plan is a benefit plan reported by Avon Machining, LLC under EIN 82-1036287 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $2,287,601 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.3MPlan net assets, end of year$2,287,601
Participants130Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,597 (computed)
Provider compensation$13.7K2 Schedule C provider row(s)$13,672
- Plan sponsor
- Avon Machining, LLC
- EIN
- 82-1036287
- Plan number
- 002
- Plan type
- 2
- Location
- Shelby Township, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241009111733NAL0009143219001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,287,601
- Net assets (EOY)
- $2,287,601
- Net assets (BOY)
- $2,016,539
Income & contributions
- Employer contributions
- $54,843
- Participant contributions
- $346,912
- Total contributions
- $413,399
- Total income / additions
- $737,173
Expenses & distributions
- Benefits paid
- $432,916
- Administrative expenses
- $22,702
- Total expenses
- $466,111
- Net increase / (decrease)
- $271,062
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,421 | $0 | 2023 |
| Strategies Wealth Advisors, LLC | INVESTMENT ADVISOR | $5,251 | $0 | 2023 |