American Ad Bag Profit Sharing 401(K) Plan And Trust — Form 5500 plan (American Ad Bag)
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, American Ad Bag Profit Sharing 401(K) Plan And Trust is a benefit plan reported by American Ad Bag under EIN 36-3849738 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $11,488,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Ad Bag
- EIN
- 36-3849738
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, AZ
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $11,488,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20240814151045NAL0025735314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,488,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,488,499
- Net assets (BOY)
- $8,871,870
Income & contributions
- Employer contributions
- $261,934
- Participant contributions
- $180,542
- Total contributions
- $442,476
- Total income / additions
- $2,964,316
Expenses & distributions
- Benefits paid
- $291,207
- Administrative expenses
- $56,480
- Total expenses
- $347,687
- Net increase / (decrease)
- $2,616,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategies Wealth Advisors | FINANCIAL ADVISOR | $24,904 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |