2023 Form 5500 filing — Abg Balanced Cif

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 20240830140348NAL0024000416001) for Abg Balanced Cif, reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 206. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$59MReported net assets$58,977,830
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240830140348NAL0024000416001
Plan sponsor
Hand Benefits & Trust Company
EIN
74-2008758
Plan number
206
Location
Houston, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$59M total assets
Net assets$59MLiabilities$16.3K
Money in vs. money out
Total income / additions$6.6M
Total expenses$140.2K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$58,994,163
Total liabilities (EOY)
$16,333
Net assets (EOY)
$58,977,830
Total income / additions
$6,595,388
Benefits paid
$0
Administrative expenses
$140,161
Total expenses
$140,161
Net increase / (decrease)
$6,455,227

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830140348NAL0024000416001 cover?
It is the 2023 Form 5500 filing for Abg Balanced Cif, reported by Hand Benefits & Trust Company (EIN 74-2008758).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages