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, Abbott House 403(B) Plan is a benefit plan reported by Abbott House, Inc. under EIN 13-1991946 and plan number 004. The latest loaded filing year is 2023. The filing reports 765 participants and $8,266,521 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,266,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,266,521
- Net assets (BOY)
- $7,756,760
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $540,384
- Total contributions
- $584,163
- Total income / additions
- $1,458,513
Expenses & distributions
- Benefits paid
- $901,359
- Administrative expenses
- $1,881
- Total expenses
- $948,752
- Net increase / (decrease)
- $509,761