2023 Form 5500 filing — Adobe Drywall, L.L.C. 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 20241010170154NAL0020581233002) for Adobe Drywall, L.L.C. 401(K) Plan, reported by Adobe Drywall, L.L.C. under EIN 86-1011468 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010170154NAL0020581233002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adobe Drywall, L.L.C.
- EIN
- 86-1011468
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,579,152
- Net assets (EOY)
- $5,579,152
- Employer contributions
- $255,272
- Participant contributions
- $353,573
- Total income / additions
- $1,422,627
- Benefits paid
- $264,783
- Administrative expenses
- $23,397
- Total expenses
- $303,942
- Net increase / (decrease)
- $1,118,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $23,097 | $0 |
| Edberg Perry LLC | CONTRACT ADMIN | $3,136 | $0 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $500 | $0 |