2023 Form 5500 filing — The Abbe Group Retirement 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 20241010100346NAL0019894065001) for The Abbe Group Retirement Plan, reported by Abbe, Inc under EIN 42-1373123 and plan number 001. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.9MReported net assets$16,889,926
Participants489
Provider compensation$89.4K2 Schedule C row(s)$89,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010100346NAL0019894065001
Plan sponsor
Abbe, Inc
EIN
42-1373123
Plan number
001
Location
Hiawatha, IA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$15.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,889,926
Total liabilities (EOY)
$0
Net assets (EOY)
$16,889,926
Employer contributions
$15,417
Total income / additions
$1,971,650
Benefits paid
$1,653,977
Administrative expenses
$89,418
Total expenses
$1,743,395
Net increase / (decrease)
$228,255

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Trust CompanyCONTRACT ADMIN$53,463$0
Strategic Financial SolutionsINVESTMENT ADVISOR$35,955not reported in the loaded dataset

Related Form 5500 pages