How big is William Avery & Assoiciates, Inc.'s plan?

William Avery & Assoiciates, Inc.'s plan reported $1.6M in assets and 3 participants for 2022.

Original filing (PDF)20250703224004NAL0001671728001

William Avery & Assoiciates, Inc.

Name: William Avery & Assoiciates, Inc. — Avery Associates, Form 5500 (2022)
Creator: William Avery & Assoiciates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery Associates Profit Sharing/401(k) Plan

401(k) retirement plan · William Avery & Assoiciates, Inc.'s Avery Associates Profit Sharing/401(k) Plan held $1.6M in plan assets for 3 participants in 2022.

Signals · 1

Late filing · 10.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

William Avery & Assoiciates, Inc.'s EIN is 94-4001710.

EIN 94-4001710

Plan number 001

Plan year 2022

ACK ID 20250703224004NAL0001671728001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for William Avery & Assoiciates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

William Avery & Assoiciates, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 10.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WILLIAM AVERY & ASSOICIATES, INC.

EIN

all filings

Address

16 LYNDON AVENUE, STE 200 · LOS GATOS, CA · 95030

Phone

(408) 399-4424

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator