The Adam Corporation / Group 401(K) Plan — Form 5500 plan (The Adam Corporation/Group)

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, The Adam Corporation / Group 401(K) Plan is a benefit plan reported by The Adam Corporation/Group under EIN 74-2270146 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,994 participants and $62,749,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Adam Corporation/Group
EIN
74-2270146
Plan number
002
Plan type
2
Location
College Station, TX
Latest filing year
2023
Participants
1,994
End-of-year plan assets
$62,749,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,994H, C20240718151424NAL0009560592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,749,168
Total liabilities (EOY)
$0
Net assets (EOY)
$62,749,168
Net assets (BOY)
$55,202,117

Income & contributions

Employer contributions
$2,635,211
Participant contributions
$3,496,756
Total contributions
$7,552,153
Total income / additions
$15,551,609

Expenses & distributions

Benefits paid
$7,879,793
Administrative expenses
$124,765
Total expenses
$8,004,558
Net increase / (decrease)
$7,547,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$124,780$2,7262023

Related Form 5500 pages