B Avery Enterprises, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: B Avery Enterprises, INC.
  • Sponsor EIN: 465104203
  • Sponsor Address: 1018 SW 4TH PLACE, CAPE CORAL, FL, 33991
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $789,224

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$789,224$0$0
20242$866,307$0$0
20231$866,940$8,000$0
20222$894,821$10,130$0

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