Shebesta Group Savings Plan — Form 5500 plan (Advent Consulting, 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, Shebesta Group Savings Plan is a benefit plan reported by Advent Consulting, Inc. under EIN 31-1045313 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $144,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advent Consulting, Inc.
- EIN
- 31-1045313
- Plan number
- 001
- Plan type
- 2
- Location
- Amelia, OH
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $144,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240729143155NAL0011126275001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $144,387
- Net assets (EOY)
- $144,387
- Net assets (BOY)
- $134,452
Income & contributions
- Total income / additions
- $16,660
Expenses & distributions
- Benefits paid
- $6,725
- Total expenses
- $6,725
- Net increase / (decrease)
- $9,935
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.