Alec 401(K) Retirement Plan — Form 5500 plan (Abbott Laboratories Ees C/U)
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, Alec 401(K) Retirement Plan is a benefit plan reported by Abbott Laboratories Ees C/U under EIN 36-3679911 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $12,100,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abbott Laboratories Ees C/U
- EIN
- 36-3679911
- Plan number
- 001
- Plan type
- 2
- Location
- Gurnee, IL
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $12,100,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20240829050640NAL0013119921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,100,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,100,147
- Net assets (BOY)
- $9,720,248
Income & contributions
- Employer contributions
- $307,671
- Participant contributions
- $604,965
- Total contributions
- $1,038,310
- Total income / additions
- $2,678,521
Expenses & distributions
- Benefits paid
- $266,428
- Administrative expenses
- $32,194
- Total expenses
- $298,622
- Net increase / (decrease)
- $2,379,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $20,263 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $11,931 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |