Abhe & Svoboda, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 41-1224817) is a plan sponsor located in Jordan, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1224817
Location
Jordan, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Abhe & Svoboda, Inc.

  • 2 loaded plans hold $26.7M in reported assets.
  • The largest, Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan, holds 98% of this company's reported plan assets.
  • Plans cover 330 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.4MSummed across loaded plans$26,381,354
Total reported assets$26.7M$26,679,401
Total reported participants330
Total reported liabilities$298K$298,047

Reported net position

Reported assets = net assets + liabilities (summed)$26.7M total assets
Net assets$26.4MLiabilities$298K
Contributions & income
Employer contributions$2.2M
Participant contributions$1.1M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.4M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets98%Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan
Participants per plan165Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 234 participants · 2023
  2. 2
    Plan #501 · 96 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Abhe & Svoboda, Inc.. Open one for its full reported snapshot.

  1. 2023
    Abhe & Svoboda, Inc. 401(K) Profit Sharing Plan234 participants · 2Sch HSch C
    View filing →
  2. 2023
    Abhe & Svoboda, Inc. Health And Welfare Plan96 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Abhe & Svoboda, Inc. report on Form 5500?
Abhe & Svoboda, Inc. (EIN 41-1224817) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Abhe & Svoboda, Inc.?
The Employer Identification Number (EIN) reported for Abhe & Svoboda, Inc. is 41-1224817.
What is the latest Form 5500 filing year for Abhe & Svoboda, Inc.?
The latest loaded Form 5500 filing year for Abhe & Svoboda, Inc. is 2023.

Related Form 5500 pages