Plan5500

Abell Retirement Plan And Trust — Form 5500 plan (Abell, LLC)

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, Abell Retirement Plan And Trust is a benefit plan reported by Abell, LLC under EIN 72-0568321 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $16,721,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abell, LLC
EIN
72-0568321
Plan number
001
Plan type
2
Location
Monroe, LA
Latest filing year
2023
Participants
165
End-of-year plan assets
$16,721,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241219095441NAL0009652914004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,721,976
Net assets (EOY)
$16,721,976
Net assets (BOY)
$15,968,814

Income & contributions

Employer contributions
$284,223
Participant contributions
$503,929
Total contributions
$886,931
Total income / additions
$2,905,830

Expenses & distributions

Benefits paid
$2,044,557
Administrative expenses
$77,303
Total expenses
$2,152,668
Net increase / (decrease)
$753,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acg Advisory Services IncINVESTMENT ADVISOR$61,477not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,091$02023

Related Form 5500 pages