Abc Supply Company Union Employees' Savings & Retirement Plan — Form 5500 plan (American Builders & Contractors Supply Co 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, Abc Supply Company Union Employees' Savings & Retirement Plan is a benefit plan reported by American Builders & Contractors Supply Co Inc under EIN 39-1413708 and plan number 003. The latest loaded filing year is 2023. The filing reports 40 participants and $1,597,858 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,597,858
Participants40Covered participants reported
Assets / participant$39.9KComputed: assets ÷ participants$39,946 (computed)
Provider compensationNone reported
Plan sponsor
American Builders & Contractors Supply Co Inc
EIN
39-1413708
Plan number
003
Plan type
2
Location
Beloit, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20240717093215NAL0006892816001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$269.2K
Total expenses$62.6K
Benefits paid / distributions$60.6K
Contributions
Employer$0
Participant$54.6K
Full reported line items

Net assets

Total assets (EOY)
$1,597,858
Total liabilities (EOY)
$0
Net assets (EOY)
$1,597,858
Net assets (BOY)
$1,391,258

Income & contributions

Employer contributions
$0
Participant contributions
$54,613
Total income / additions
$269,155

Expenses & distributions

Benefits paid
$60,647
Administrative expenses
$1,908
Total expenses
$62,555
Net increase / (decrease)
$206,600
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income23%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages