Abel Hr Multi 401(K) And Savings Plan — Form 5500 plan (Abel Hr, 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, Abel Hr Multi 401(K) And Savings Plan is a benefit plan reported by Abel Hr, Inc. under EIN 22-3163382 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,297 participants and $64,886,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abel Hr, Inc.
EIN
22-3163382
Plan number
001
Plan type
3
Location
Cranbury, NJ
Latest filing year
2023
Participants
1,297
End-of-year plan assets
$64,886,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,297H, C20250221143345NAL0006103649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,886,973
Total liabilities (EOY)
$107,468
Net assets (EOY)
$64,779,505
Net assets (BOY)
$56,070,439

Income & contributions

Employer contributions
$1,783,943
Participant contributions
$3,943,225
Total contributions
$5,763,077
Total income / additions
$15,391,849

Expenses & distributions

Benefits paid
$4,202,309
Administrative expenses
$170,576
Total expenses
$4,380,786
Net increase / (decrease)
$11,011,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$96,334$02023
National Professional PlanningTPA$7,941not reported in the loaded dataset2023

Related Form 5500 pages