2023 Form 5500 filing — Abt Associates Inc. Profit Sharing And Savings 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 20241011140846NAL0011001011001) for Abt Associates Inc. Profit Sharing And Savings Plan, reported by Abt Global Inc under EIN 93-4368162 and plan number 003. It reports 2,380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140846NAL0011001011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abt Global Inc
- EIN
- 93-4368162
- Plan number
- 003
- Location
- Cambridge, MA
- Participants
- 2,380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,133,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $389,133,012
- Employer contributions
- $7,880,135
- Participant contributions
- $14,708,093
- Total income / additions
- $93,271,518
- Benefits paid
- $38,963,831
- Administrative expenses
- $269,499
- Total expenses
- $39,265,827
- Net increase / (decrease)
- $54,005,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $101,596 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $76,491 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $74,537 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | ACCOUNTANT/AUDITOR | $16,900 | not reported in the loaded dataset |