2023 Form 5500 filing — The Adam Corporation / Group 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718151424NAL0009560592001) for The Adam Corporation / Group 401(K) Plan, reported by The Adam Corporation/Group under EIN 74-2270146 and plan number 002. It reports 1,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240718151424NAL0009560592001
Filing year
2023
Form type
2
Plan sponsor
The Adam Corporation/Group
EIN
74-2270146
Plan number
002
Location
College Station, TX
Participants
1,994
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$62,749,168
Total liabilities (EOY)
$0
Net assets (EOY)
$62,749,168
Employer contributions
$2,635,211
Participant contributions
$3,496,756
Total income / additions
$15,551,609
Benefits paid
$7,879,793
Administrative expenses
$124,765
Total expenses
$8,004,558
Net increase / (decrease)
$7,547,051
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$124,780$2,726

Related Form 5500 pages