Abrasive Technology, Inc. Retirement Plan — Form 5500 plan (Abrasive Technology, 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, Abrasive Technology, Inc. Retirement Plan is a benefit plan reported by Abrasive Technology, Inc. under EIN 31-0802865 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $15,799,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abrasive Technology, Inc.
- EIN
- 31-0802865
- Plan number
- 001
- Plan type
- 2
- Location
- Lewis Center, OH
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $15,799,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241011075440NAL0012272579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,799,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,799,002
- Net assets (BOY)
- $19,161,821
Income & contributions
- Employer contributions
- $529,158
- Participant contributions
- $815,538
- Total contributions
- $1,458,471
- Total income / additions
- $3,421,951
Expenses & distributions
- Benefits paid
- $6,734,313
- Administrative expenses
- $50,457
- Total expenses
- $6,784,770
- Net increase / (decrease)
- -$3,362,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meeder Advisory Services, Inc | INVESTMENT ADVISORY - PL | $30,178 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,235 | $0 | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $3,000 | $411 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abrasive Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lewis Center, OH
- Meeder Advisory Services, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation