Adams And Associates 401(K) Savings Plan — Form 5500 plan (Adams And Associates, 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, Adams And Associates 401(K) Savings Plan is a benefit plan reported by Adams And Associates, Inc. under EIN 88-0263693 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,111 participants and $32,375,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams And Associates, Inc.
- EIN
- 88-0263693
- Plan number
- 001
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 3,111
- End-of-year plan assets
- $32,375,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,111 | H, C | 20241203152406NAL0001676259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,375,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,375,020
- Net assets (BOY)
- $27,819,912
Income & contributions
- Employer contributions
- $3,797,046
- Participant contributions
- $1,911,636
- Total contributions
- $5,847,224
- Total income / additions
- $10,176,638
Expenses & distributions
- Benefits paid
- $5,416,965
- Administrative expenses
- $205,061
- Total expenses
- $5,631,764
- Net increase / (decrease)
- $4,544,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $205,061 | $0 | 2023 |
| Securities America, Inc | OTHER SERVICES | $0 | $52,110 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adams And Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Principal Life Insurance Company — Schedule C compensation
- Securities America, Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation