Plan5500

Aabr, Inc. Pension Plan — Form 5500 plan (Aabr, Inc.)

Plain-English plan 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, Aabr, Inc. Pension Plan is a benefit plan reported by Aabr, Inc. under EIN 13-1968035 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $8,731,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aabr, Inc.
EIN
13-1968035
Plan number
001
Plan type
2
Location
College Point, NY
Latest filing year
2023
Participants
448
End-of-year plan assets
$8,731,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20250620124508NAL0009652562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,731,895
Total liabilities (EOY)
$0
Net assets (EOY)
$8,731,895
Net assets (BOY)
$7,604,745

Income & contributions

Employer contributions
$205,088
Total contributions
$205,088
Total income / additions
$1,732,026

Expenses & distributions

Benefits paid
$530,933
Administrative expenses
$73,943
Total expenses
$604,876
Net increase / (decrease)
$1,127,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Roosevelt Investment Group, LLCNONE$63,226not reported in the loaded dataset2023
Professional Capital ServicesNONE$9,941not reported in the loaded dataset2023

Related Form 5500 pages