Plan5500

Bierman Aba, 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, Bierman Aba, Inc (EIN 77-0670418) is a plan sponsor located in Carmel, IN with 1 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
77-0670418
Location
Carmel, IN
Loaded plans
3
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 Bierman Aba, Inc

  • 3 loaded plans hold $4.1M in reported assets.
  • The largest, Bierman Aba 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,399 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,075,076
Total reported assets$4.1M$4,077,572
Total reported participants1.4K1,399
Total reported liabilities$2.5K$2,496

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$2.5K
Contributions & income
Employer contributions$100.3K
Participant contributions$538.2K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$237.6K
Total expenses$242K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 assets100%Bierman Aba 401(K) Profit Sharing Plan And Trust
Participants per plan466Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bierman Aba 401(K) Profit Sharing Plan And Trust$4.1M
    Plan #001 · 665 participants · 2023
  2. 2
    Bierman Aba, Inc. Ancillary Benefit Plannot reported in the loaded dataset
    Plan #502 · 566 participants · 2023
  3. 3
    Bierman Aba, Inc. Health Benefit Plannot reported in the loaded dataset
    Plan #503 · 168 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bierman Aba, Inc. Open one for its full reported snapshot.

  1. 2023
    Bierman Aba, Inc. Ancillary Benefit Plan566 participants · 2No schedules
    View filing →
  2. 2023
    Bierman Aba, Inc. Health Benefit Plan168 participants · 2No schedules
    View filing →
  3. 2023
    Bierman Aba 401(K) Profit Sharing Plan And Trust665 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bierman Aba, Inc report on Form 5500?
Bierman Aba, Inc (EIN 77-0670418) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bierman Aba, Inc?
The Employer Identification Number (EIN) reported for Bierman Aba, Inc is 77-0670418.
What is the latest Form 5500 filing year for Bierman Aba, Inc?
The latest loaded Form 5500 filing year for Bierman Aba, Inc is 2023.

Related Form 5500 pages