2023 Form 5500 filing — Asbury Carbons, Inc. 401(K) 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 20250327141719NAL0012430195001) for Asbury Carbons, Inc. 401(K) Savings Plan, reported by Asbury Carbons, Inc. under EIN 22-0744000 and plan number 003. It reports 327 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)$27.6MReported net assets$27,634,833
Participants327
Provider compensation$101.9K4 Schedule C row(s)$101,911
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250327141719NAL0012430195001
- Plan sponsor
- Asbury Carbons, Inc.
- EIN
- 22-0744000
- Plan number
- 003
- Location
- Asbury, NJ
- 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)$27.6M total assets
Net assets$27.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,634,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,634,833
- Employer contributions
- $253,789
- Participant contributions
- $915,169
- Total income / additions
- $7,203,291
- Benefits paid
- $12,037,845
- Administrative expenses
- $101,911
- Total expenses
- $12,148,884
- Net increase / (decrease)
- -$4,945,593
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $67,454 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $17,550 | not reported in the loaded dataset |
| Conrad M Siegel Inc Dba Conrad Sieg | CONTRACT ADMIN | $12,707 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,200 | $0 |