401k Plan data: AVON GEAR COMPANY 401(K) PLAN plan

AVON GEAR COMPANY 401(K) PLAN 401k Plan overview

Plan Name	AVON GEAR COMPANY 401(K) PLAN
Plan identification number	002

AVON GEAR COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVON MACHINING, LLC has sponsored the creation of one or more 401k plans.

Company Name: AVON MACHINING, LLC

Employer identification number (EIN): 821036287

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVON GEAR COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 RENE ELIAS 2023-11-30 RENE ELIAS 2023-11-30
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 CHAD FIETSAM 2019-09-24 CHAD FIETSAM 2019-09-24
002 2017-01-01 MATTHEW KORTH 2018-07-26 MATTHEW KORTH 2018-07-26
002 2016-01-01 MATTHEW KORTH MATTHEW KORTH 2017-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	RENE ELIAS	2023-11-30	RENE ELIAS	2023-11-30
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	CHAD FIETSAM	2019-09-24	CHAD FIETSAM	2019-09-24
002	2017-01-01	MATTHEW KORTH	2018-07-26	MATTHEW KORTH	2018-07-26
002	2016-01-01	MATTHEW KORTH		MATTHEW KORTH	2017-10-10

Plan Statistics for AVON GEAR COMPANY 401(K) PLAN

401k plan membership statisitcs for AVON GEAR COMPANY 401(K) PLAN

Measure Date Value
2022: AVON GEAR COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 92
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 127
Number of participants with account balances 2022-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AVON GEAR COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 78
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 96
Number of participants with account balances 2021-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: AVON GEAR COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 116
Number of participants with account balances 2020-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AVON GEAR COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 95
Number of retired or separated participants receiving benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 125
Number of participants with account balances 2019-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2016: AVON GEAR COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 86
Number of participants with account balances 2016-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: AVON GEAR COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	92
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	127
Number of participants with account balances	2022-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AVON GEAR COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	78
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	96
Number of participants with account balances	2021-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: AVON GEAR COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	116
Number of participants with account balances	2020-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AVON GEAR COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	95
Number of retired or separated participants receiving benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	125
Number of participants with account balances	2019-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2016: AVON GEAR COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	86
Number of participants with account balances	2016-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AVON GEAR COMPANY 401(K) PLAN

Measure	Date	Value
2022 : AVON GEAR COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$61,971
Total of all expenses incurred	2022-12-31	$520,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$506,244
Value of total corrective distributions	2022-12-31	$556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$405,405
Value of total assets at end of year	2022-12-31	$2,016,539
Value of total assets at beginning of year	2022-12-31	$2,475,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,794
Total interest from all sources	2022-12-31	$888
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$49,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$49,833
Administrative expenses professional fees incurred	2022-12-31	$1,852
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$340,048
Participant contributions at end of year	2022-12-31	$61,208
Participant contributions at beginning of year	2022-12-31	$11,961
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,440
Administrative expenses (other) incurred	2022-12-31	$10,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-458,623
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,016,539
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,475,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,766,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,213,602
Interest on participant loans	2022-12-31	$888
Interest earned on other investments	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$132,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$195,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-394,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$56,917
Employer contributions (assets) at end of year	2022-12-31	$56,917
Employer contributions (assets) at beginning of year	2022-12-31	$53,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$506,244
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CENKO VENDITELLI HAYNES & TOKARZ
Accountancy firm EIN	2022-12-31	810584482
2021 : AVON GEAR COMPANY 401(K) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$180
Total income from all sources (including contributions)	2021-12-31	$544,516
Total of all expenses incurred	2021-12-31	$145,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$134,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$308,491
Value of total assets at end of year	2021-12-31	$2,475,162
Value of total assets at beginning of year	2021-12-31	$2,076,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,718
Total interest from all sources	2021-12-31	$1,852
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$59,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$59,401
Administrative expenses professional fees incurred	2021-12-31	$875
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$254,747
Participant contributions at end of year	2021-12-31	$11,961
Participant contributions at beginning of year	2021-12-31	$12,661
Participant contributions at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$180
Administrative expenses (other) incurred	2021-12-31	$9,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$398,562
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,475,162
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,076,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,376
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,213,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,815,666
Interest on participant loans	2021-12-31	$521
Interest earned on other investments	2021-12-31	$1,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$195,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$187,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$174,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$53,744
Employer contributions (assets) at end of year	2021-12-31	$53,744
Employer contributions (assets) at beginning of year	2021-12-31	$60,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$134,236
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CENKO VENDITELLI HAYNES & TOKARZ
Accountancy firm EIN	2021-12-31	810584482
2020 : AVON GEAR COMPANY 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$180
Total income from all sources (including contributions)	2020-12-31	$452,819
Total of all expenses incurred	2020-12-31	$308,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$295,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$276,222
Value of total assets at end of year	2020-12-31	$2,076,780
Value of total assets at beginning of year	2020-12-31	$1,932,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,473
Total interest from all sources	2020-12-31	$2,124
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$39,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$39,120
Administrative expenses professional fees incurred	2020-12-31	$2,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$212,814
Participant contributions at end of year	2020-12-31	$12,661
Participant contributions at beginning of year	2020-12-31	$22,486
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$4,623
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$180
Other income not declared elsewhere	2020-12-31	$81
Administrative expenses (other) incurred	2020-12-31	$4,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$143,950
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,076,600
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,932,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,815,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,739,731
Interest on participant loans	2020-12-31	$1,097
Interest earned on other investments	2020-12-31	$1,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$187,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$84,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$135,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$55,688
Employer contributions (assets) at end of year	2020-12-31	$60,488
Employer contributions (assets) at beginning of year	2020-12-31	$80,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$295,396
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CENKO VENDITELLI HAYNES & TOKARZ
Accountancy firm EIN	2020-12-31	810584482
2019 : AVON GEAR COMPANY 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$836,561
Total income from all sources (including contributions)	2019-12-31	$836,561
Total of all expenses incurred	2019-12-31	$330,899
Total of all expenses incurred	2019-12-31	$330,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$314,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$314,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$507,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$507,437
Value of total assets at end of year	2019-12-31	$1,932,650
Value of total assets at end of year	2019-12-31	$1,932,650
Value of total assets at beginning of year	2019-12-31	$1,426,988
Value of total assets at beginning of year	2019-12-31	$1,426,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,242
Total interest from all sources	2019-12-31	$2,480
Total interest from all sources	2019-12-31	$2,480
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$55,942
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$55,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$55,942
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$55,942
Administrative expenses professional fees incurred	2019-12-31	$3,900
Administrative expenses professional fees incurred	2019-12-31	$3,900
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$292,917
Contributions received from participants	2019-12-31	$292,917
Participant contributions at end of year	2019-12-31	$22,486
Participant contributions at end of year	2019-12-31	$22,486
Participant contributions at beginning of year	2019-12-31	$27,756
Participant contributions at beginning of year	2019-12-31	$27,756
Participant contributions at end of year	2019-12-31	$4,623
Participant contributions at end of year	2019-12-31	$4,623
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$133,610
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$133,610
Other income not declared elsewhere	2019-12-31	$27
Other income not declared elsewhere	2019-12-31	$27
Administrative expenses (other) incurred	2019-12-31	$3,267
Administrative expenses (other) incurred	2019-12-31	$3,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$505,662
Value of net income/loss	2019-12-31	$505,662
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,932,650
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,932,650
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,426,988
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,426,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$9,075
Investment advisory and management fees	2019-12-31	$9,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,739,731
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,739,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,251,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,251,284
Income. Interest from loans (other than to participants)	2019-12-31	$1,629
Income. Interest from loans (other than to participants)	2019-12-31	$1,629
Interest earned on other investments	2019-12-31	$851
Interest earned on other investments	2019-12-31	$851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$84,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$84,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$59,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$59,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$270,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$270,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$80,910
Contributions received in cash from employer	2019-12-31	$80,910
Employer contributions (assets) at end of year	2019-12-31	$80,910
Employer contributions (assets) at end of year	2019-12-31	$80,910
Employer contributions (assets) at beginning of year	2019-12-31	$88,002
Employer contributions (assets) at beginning of year	2019-12-31	$88,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$314,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$314,657
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CENKO VENDITELLI HAYNES & TOKARZ
Accountancy firm name	2019-12-31	CENKO VENDITELLI HAYNES & TOKARZ
Accountancy firm EIN	2019-12-31	810584482
Accountancy firm EIN	2019-12-31	810584482
2016 : AVON GEAR COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$100,114
Total loss/gain on sale of assets	2016-12-31	$-170,049
Total of all expenses incurred	2016-12-31	$97,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$93,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$61,879
Value of total assets at end of year	2016-12-31	$1,035,691
Value of total assets at beginning of year	2016-12-31	$1,032,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,261
Total interest from all sources	2016-12-31	$2,486
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$875
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$61,879
Participant contributions at end of year	2016-12-31	$21,672
Participant contributions at beginning of year	2016-12-31	$49,309
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$3,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,765
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,035,691
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,032,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$900,287
Value of interest in pooled separate accounts at end of year	2016-12-31	$336,790
Interest on participant loans	2016-12-31	$2,259
Interest earned on other investments	2016-12-31	$227
Value of interest in common/collective trusts at end of year	2016-12-31	$645,344
Value of interest in common/collective trusts at beginning of year	2016-12-31	$70,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$12,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$12,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$110,706
Net investment gain/loss from pooled separate accounts	2016-12-31	$38,286
Net investment gain or loss from common/collective trusts	2016-12-31	$56,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$93,088
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$-170,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910

Form 5500 Responses for AVON GEAR COMPANY 401(K) PLAN

2022: AVON GEAR COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AVON GEAR COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AVON GEAR COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AVON GEAR COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2016: AVON GEAR COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374781-01

Policy instance

Insurance contract or identification number	374781-01
Number of Individuals Covered	38
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374781-01

Policy instance

Insurance contract or identification number	374781-01
Number of Individuals Covered	20
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374781-01

Policy instance

Insurance contract or identification number	374781-01
Number of Individuals Covered	12
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374781-01

Policy instance

Insurance contract or identification number	374781-01
Number of Individuals Covered	120
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AVON MACHINING, LLC
Employer identification number (EIN):	821036287
NAIC Classification:	332900