Aberdeen Road Company 401(K) Plan — Form 5500 plan (Aberdeen Road Company)
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, Aberdeen Road Company 401(K) Plan is a benefit plan reported by Aberdeen Road Company under EIN 23-3009384 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $9,600,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aberdeen Road Company
- EIN
- 23-3009384
- Plan number
- 001
- Plan type
- 2
- Location
- Emigsville, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $9,600,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241003132820NAL0010609025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,600,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,600,978
- Net assets (BOY)
- $9,273,846
Income & contributions
- Employer contributions
- $290,748
- Participant contributions
- $627,406
- Total contributions
- $1,507,975
- Total income / additions
- $2,807,661
Expenses & distributions
- Benefits paid
- $2,423,567
- Administrative expenses
- $15,156
- Total expenses
- $2,480,529
- Net increase / (decrease)
- $327,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $12,491 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,591 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $208 | not reported in the loaded dataset | 2023 |