Original filing (PDF)20250930141003NAL0005533443001

AVALON CAPITAL MANAGEMENT

Name: AVALON CAPITAL MANAGEMENT — AVALON CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AVALON CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

AVALON CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVALON CAPITAL MANAGEMENT.

Plan sponsor

Name

AVALON CAPITAL MANAGEMENT

EIN

94-3158692

Address

495 SEAPORT COURT, SUITE 106 · REDWOOD CITY, CA · 94063

Phone

(650) 306-1500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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