2023 Form 5500 filing — The Abbe Group Retirement 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 20241010100346NAL0019894065001) for The Abbe Group Retirement Plan, reported by Abbe, Inc under EIN 42-1373123 and plan number 001. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.9MReported net assets$16,889,926
Participants489
Provider compensation$89.4K2 Schedule C row(s)$89,418
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010100346NAL0019894065001
- Plan sponsor
- Abbe, Inc
- EIN
- 42-1373123
- Plan number
- 001
- Location
- Hiawatha, IA
- Received date
- not reported in the loaded dataset
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)$16.9M total assets
Net assets$16.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,889,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,889,926
- Employer contributions
- $15,417
- Total income / additions
- $1,971,650
- Benefits paid
- $1,653,977
- Administrative expenses
- $89,418
- Total expenses
- $1,743,395
- Net increase / (decrease)
- $228,255
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $53,463 | $0 |
| Strategic Financial Solutions | INVESTMENT ADVISOR | $35,955 | not reported in the loaded dataset |