2023 Form 5500 filing — Aberdeen Road Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003132820NAL0010609025001) for Aberdeen Road Company 401(K) Plan, reported by Aberdeen Road Company under EIN 23-3009384 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003132820NAL0010609025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aberdeen Road Company
- EIN
- 23-3009384
- Plan number
- 001
- Location
- Emigsville, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,600,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,600,978
- Employer contributions
- $290,748
- Participant contributions
- $627,406
- Total income / additions
- $2,807,661
- Benefits paid
- $2,423,567
- Administrative expenses
- $15,156
- Total expenses
- $2,480,529
- Net increase / (decrease)
- $327,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $12,491 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,591 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $208 | not reported in the loaded dataset |