Charles Abbott Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Charles Abbott Associates, 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, Charles Abbott Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Charles Abbott Associates, Inc. under EIN 33-0053899 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $24,236,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charles Abbott Associates, Inc.
EIN
33-0053899
Plan number
001
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
260
End-of-year plan assets
$24,236,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240920112814NAL0004399459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,236,536
Total liabilities (EOY)
$1
Net assets (EOY)
$24,236,535
Net assets (BOY)
$22,116,461

Income & contributions

Employer contributions
$600,224
Participant contributions
$1,326,634
Total contributions
$1,930,269
Total income / additions
$5,442,088

Expenses & distributions

Benefits paid
$3,267,096
Administrative expenses
$19,692
Total expenses
$3,322,014
Net increase / (decrease)
$2,120,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors IncADVISOR$21,166not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$6,041$02023

Related Form 5500 pages