2023 Form 5500 filing — Albright Stonebridge Group, LLC Profit Sharing 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 20241014194235NAL0028174161001) for Albright Stonebridge Group, LLC Profit Sharing Plan, reported by Albright Stonebridge Group LLC under EIN 52-2315157 and plan number 002. It reports 189 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)$23.7MReported net assets$23,748,626
Participants189
Provider compensation$60.5K3 Schedule C row(s)$60,522
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014194235NAL0028174161001
Plan sponsor
Albright Stonebridge Group LLC
EIN
52-2315157
Plan number
002
Location
Washington, DC
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)$23.7M total assets
Net assets$23.7MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$703.9K
Participant$2M
Full reported line items
Total assets (EOY)
$23,748,626
Total liabilities (EOY)
$0
Net assets (EOY)
$23,748,626
Employer contributions
$703,857
Participant contributions
$1,977,510
Total income / additions
$7,887,004
Benefits paid
$3,484,493
Administrative expenses
$60,522
Total expenses
$3,545,015
Net increase / (decrease)
$4,341,989
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $32K
  2. 2
    RECORDKEEPER · Direct $17.2K · Indirect $0
  3. 3
    ADVISOR · Direct $11.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014194235NAL0028174161001 cover?
It is the 2023 Form 5500 filing for Albright Stonebridge Group, LLC Profit Sharing Plan, reported by Albright Stonebridge Group LLC (EIN 52-2315157).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages