2023 Form 5500 filing — Abel-Womack Employee Appreciation Savings 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 20240910071907NAL0003320947001) for Abel-Womack Employee Appreciation Savings Plan, reported by Abel Womack, Inc. under EIN 04-3047271 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910071907NAL0003320947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abel Womack, Inc.
- EIN
- 04-3047271
- Plan number
- 001
- Location
- Lawrence, MA
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,718,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,718,268
- Employer contributions
- $281,071
- Participant contributions
- $1,549,000
- Total income / additions
- $6,501,878
- Benefits paid
- $3,717,111
- Administrative expenses
- $5,309
- Total expenses
- $3,721,055
- Net increase / (decrease)
- $2,780,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $3,189 | $0 |
| Empower Advisory Group, LLC | NONE | $2,068 | not reported in the loaded dataset |