2023 Form 5500 filing — The William S. Abell Foundation 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 20240829144238NAL0021802704001) for The William S. Abell Foundation 401(K) Plan, reported by The William S. Abell Foundation under EIN 52-1435573 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$505.1KReported net assets$505,149
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829144238NAL0021802704001
Plan sponsor
The William S. Abell Foundation
EIN
52-1435573
Plan number
001
Location
Chevy Chase, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$505.1K total assets
Net assets$505.1KLiabilities
Money in vs. money out
Total income / additions$185.6K
Total expenses$6.4K
Benefits paid / distributionsNot reported
Contributions
Employer$19.2K
Participant$30K
Full reported line items
Total assets (EOY)
$505,149
Net assets (EOY)
$505,149
Employer contributions
$19,237
Participant contributions
$30,000
Total income / additions
$185,626
Administrative expenses
$6,380
Total expenses
$6,380
Net increase / (decrease)
$179,246

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829144238NAL0021802704001 cover?
It is the 2023 Form 5500 filing for The William S. Abell Foundation 401(K) Plan, reported by The William S. Abell Foundation (EIN 52-1435573).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages