How big is Avalon Capital Management's plan?

Avalon Capital Management's plan reported $4.0M in assets for 2024.

Original filing (PDF)20250930141212NAL0013341936001

Avalon Capital Management

Name: Avalon Capital Management — Avalon Capital, Form 5500 (2024)
Creator: Avalon Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avalon Capital Management Cash Balance Plan

Defined-benefit pension plan · Avalon Capital Management's Avalon Capital Management Cash Balance Plan reported $4.0M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Avalon Capital Management's EIN is 94-3158692.

EIN 94-3158692

Plan number 002

Plan year 2024

ACK ID 20250930141212NAL0013341936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avalon Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon Capital Management's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score