How big is The Avalon Academy's plan?

The Avalon Academy's plan reported $1.5M in assets and 41 participants for 2023.

Original filing (PDF)20240603121116NAL0038583474001

The Avalon Academy

Name: The Avalon Academy — Avalon Academy 401(k) Profit, Form 5500 (2023)
Creator: The Avalon Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avalon Academy 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Avalon Academy's Avalon Academy 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

ANN Truong signed The Avalon Academy's 2023 Form 5500 as plan administrator.

ANN Truong — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Avalon Academy's EIN is 20-1651912.

EIN 20-1651912

Plan number 001

Plan year 2023

ACK ID 20240603121116NAL0038583474001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Avalon Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Avalon Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE AVALON ACADEMY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off