Abhe & Svoboda, Inc. Health And Welfare Plan — Form 5500 plan (Abhe & Svoboda, 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, Abhe & Svoboda, Inc. Health And Welfare Plan is a benefit plan reported by Abhe & Svoboda, Inc. under EIN 41-1224817 and plan number 501. The latest loaded filing year is 2023. The filing reports 96 participants and $449,213 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$215.3KPlan net assets, end of year$215,322
Participants96Covered participants reported
Assets / participant$4.7KComputed: assets ÷ participants$4,679 (computed)
Provider compensation$98.5K2 Schedule C provider row(s)$98,451
Plan sponsor
Abhe & Svoboda, Inc.
EIN
41-1224817
Plan number
501
Plan type
2
Location
Jordan, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    96 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$449.2K total assets
Net assets$215.3KLiabilities$233.9K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.3M
Participant$567.8K
Full reported line items

Net assets

Total assets (EOY)
$449,213
Total liabilities (EOY)
$233,891
Net assets (EOY)
$215,322
Net assets (BOY)
-$50,820

Income & contributions

Employer contributions
$1,257,338
Participant contributions
$567,815
Total contributions
$1,825,153
Total income / additions
$1,825,153

Expenses & distributions

Benefits paid
$1,469,353
Administrative expenses
$89,658
Total expenses
$1,559,011
Net increase / (decrease)
$266,142
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 69%Participant 31%
Total expenses ÷ net assets724%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets46%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $25.4K · Indirect $67K
  2. 2
    NONE · Direct $6K

What to inspect next

Frequently asked questions

Who sponsors the Abhe & Svoboda, Inc. Health And Welfare Plan?
Abhe & Svoboda, Inc. Health And Welfare Plan is reported as sponsored by Abhe & Svoboda, Inc. (EIN 41-1224817, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Abhe & Svoboda, Inc. Health And Welfare Plan?
The latest Form 5500 filing year loaded for Abhe & Svoboda, Inc. Health And Welfare Plan is 2023.
How many participants does Abhe & Svoboda, Inc. Health And Welfare Plan report?
Abhe & Svoboda, Inc. Health And Welfare Plan reports 96 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Abhe & Svoboda, Inc. Health And Welfare Plan?
Abhe & Svoboda, Inc. Health And Welfare Plan reports $449,213 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages