How big is Avery Logan Stewart's plan?

Avery Logan Stewart's plan reported $345K in assets and 5 participants for 2023.

Original filing (PDF)20240411180017NAL0000714211001

Avery Logan Stewart

Name: Avery Logan Stewart — Avery Logan Stewart 401(k), Form 5500 (2023)
Creator: Avery Logan Stewart
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery Logan Stewart 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Avery Logan Stewart's Avery Logan Stewart 401(k) Profit Sharing Plan & Trust held $345K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

Plan identifiers

Avery Logan Stewart's EIN is 20-1857737.

EIN 20-1857737

Plan number 001

Plan year 2023

ACK ID 20240411180017NAL0000714211001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Avery Logan Stewart from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Avery Logan Stewart's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVERY LOGAN STEWART.

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Plan health score

Top-tier plan health

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

Helping the score