Adams Investment Company And Affiliates Pension Plan & Trust — Form 5500 plan (Adams Investment Company)
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, Adams Investment Company And Affiliates Pension Plan & Trust is a benefit plan reported by Adams Investment Company under EIN 73-1186667 and plan number 001. The latest loaded filing year is 2023. The filing reports 64 participants and $4,001,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams Investment Company
- EIN
- 73-1186667
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlesville, OK
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $4,001,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20240905102002NAL0020911841001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,001,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,001,145
- Net assets (BOY)
- $3,820,536
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $22,595
- Total income / additions
- $647,425
Expenses & distributions
- Benefits paid
- $463,198
- Administrative expenses
- $638
- Total expenses
- $466,816
- Net increase / (decrease)
- $180,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.