Adr & Associates Employee Stock Ownership Plan — Form 5500 plan (Adr & Associates, Ltd.)
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, Adr & Associates Employee Stock Ownership Plan is a benefit plan reported by Adr & Associates, Ltd. under EIN 31-1499809 and plan number 002. The latest loaded filing year is 2023. The filing reports 20 participants and $3,810,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adr & Associates, Ltd.
- EIN
- 31-1499809
- Plan number
- 002
- Plan type
- 2
- Location
- Newark, OH
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $3,810,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20240605100406NAL0042555458001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,810,000
- Total liabilities (EOY)
- $3,354,520
- Net assets (EOY)
- $455,480
- Net assets (BOY)
- -$70,405
Income & contributions
- Employer contributions
- $187,135
- Total income / additions
- $632,135
Expenses & distributions
- Benefits paid
- $61,246
- Total expenses
- $106,250
- Net increase / (decrease)
- $525,885
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.