2023 Form 5500 filing — Asbury Carbons, Inc. 401(K) 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 20250327141719NAL0012430195001) for Asbury Carbons, Inc. 401(K) Savings Plan, reported by Asbury Carbons, Inc. under EIN 22-0744000 and plan number 003. It reports 327 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)$27.6MReported net assets$27,634,833
Participants327
Provider compensation$101.9K4 Schedule C row(s)$101,911
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250327141719NAL0012430195001
Plan sponsor
Asbury Carbons, Inc.
EIN
22-0744000
Plan number
003
Location
Asbury, NJ
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)$27.6M total assets
Net assets$27.6MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$12.1M
Benefits paid / distributions$12M
Contributions
Employer$253.8K
Participant$915.2K
Full reported line items
Total assets (EOY)
$27,634,833
Total liabilities (EOY)
$0
Net assets (EOY)
$27,634,833
Employer contributions
$253,789
Participant contributions
$915,169
Total income / additions
$7,203,291
Benefits paid
$12,037,845
Administrative expenses
$101,911
Total expenses
$12,148,884
Net increase / (decrease)
-$4,945,593

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$67,454not reported in the loaded dataset
Baker Tilly Virchow Krause, LlpAUDITOR$17,550not reported in the loaded dataset
Conrad M Siegel Inc Dba Conrad SiegCONTRACT ADMIN$12,707not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$4,200$0

Related Form 5500 pages