Avum, Inc. Retirement Trust — Form 5500 plan (Avum, 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, Avum, Inc. Retirement Trust is a benefit plan reported by Avum, Inc. under EIN 95-4487116 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $3,135,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avum, Inc.
- EIN
- 95-4487116
- Plan number
- 001
- Plan type
- 2
- Location
- Malibu, CA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $3,135,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240923181337NAL0011745009001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,135,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,135,905
- Net assets (BOY)
- $2,132,781
Income & contributions
- Employer contributions
- $182,462
- Participant contributions
- $321,036
- Total income / additions
- $1,006,766
Expenses & distributions
- Benefits paid
- $65
- Administrative expenses
- $3,577
- Total expenses
- $3,642
- Net increase / (decrease)
- $1,003,124
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.