Asbury Carbons, Inc. 401(K) Savings Plan — Form 5500 plan (Asbury Carbons, 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, Asbury Carbons, Inc. 401(K) Savings Plan is a benefit plan reported by Asbury Carbons, Inc. under EIN 22-0744000 and plan number 003. The latest loaded filing year is 2023. The filing reports 327 participants and $27,634,833 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.6MPlan net assets, end of year$27,634,833
Participants327Covered participants reported
Assets / participant$84.5KComputed: assets ÷ participants$84,510 (computed)
Provider compensation$101.9K4 Schedule C provider row(s)$101,911
- Plan sponsor
- Asbury Carbons, Inc.
- EIN
- 22-0744000
- Plan number
- 003
- Plan type
- 2
- Location
- Asbury, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20250327141719NAL0012430195001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.6M total assets
Net assets$27.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,634,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,634,833
- Net assets (BOY)
- $12,993,259
Income & contributions
- Employer contributions
- $253,789
- Participant contributions
- $915,169
- Total contributions
- $3,105,657
- Total income / additions
- $7,203,291
Expenses & distributions
- Benefits paid
- $12,037,845
- Administrative expenses
- $101,911
- Total expenses
- $12,148,884
- Net increase / (decrease)
- -$4,945,593
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets44%Computed ratio
Benefits paid ÷ total income167%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $67,454 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $17,550 | not reported in the loaded dataset | 2023 |
| Conrad M Siegel Inc Dba Conrad Sieg | CONTRACT ADMIN | $12,707 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbury Carbons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Asbury, NJ
- Onedigital Investment Advisors LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Conrad M Siegel Inc Dba Conrad Sieg — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation