2023 Form 5500 filing — Adena Corporation & Amcrete 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 20241015084030NAL0014261203001) for Adena Corporation & Amcrete 401(K) Plan, reported by Adena Corporation under EIN 34-1376430 and plan number 002. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084030NAL0014261203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adena Corporation
- EIN
- 34-1376430
- Plan number
- 002
- Location
- Mansfield, OH
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,239,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,239,272
- Employer contributions
- $1,367,274
- Participant contributions
- $1,564,556
- Total income / additions
- $6,587,585
- Benefits paid
- $1,256,605
- Administrative expenses
- $87,868
- Total expenses
- $1,443,337
- Net increase / (decrease)
- $5,144,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,068 | $0 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $43,852 | not reported in the loaded dataset |