2023 Form 5500 filing — Abell Retirement Plan And Trust
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 20241219095441NAL0009652914004) for Abell Retirement Plan And Trust, reported by Abell, LLC under EIN 72-0568321 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219095441NAL0009652914004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abell, LLC
- EIN
- 72-0568321
- Plan number
- 001
- Location
- Monroe, LA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,721,976
- Net assets (EOY)
- $16,721,976
- Employer contributions
- $284,223
- Participant contributions
- $503,929
- Total income / additions
- $2,905,830
- Benefits paid
- $2,044,557
- Administrative expenses
- $77,303
- Total expenses
- $2,152,668
- Net increase / (decrease)
- $753,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acg Advisory Services Inc | INVESTMENT ADVISOR | $61,477 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,091 | $0 |