2023 Form 5500 filing — Asbury Carbons, Inc. Pension 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 20250409091106NAL0038886706001) for Asbury Carbons, Inc. Pension Plan, reported by Asbury Carbons, Inc. & Subs under EIN 22-0744000 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409091106NAL0038886706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asbury Carbons, Inc. & Subs
- EIN
- 22-0744000
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,221,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,221,728
- Total income / additions
- $3,262,468
- Benefits paid
- $1,827,494
- Administrative expenses
- $514,444
- Total expenses
- $2,341,938
- Net increase / (decrease)
- $920,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Palmieri & Eisenberg | not reported in the loaded dataset | $199,611 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $152,192 | not reported in the loaded dataset |
| Mercer (U.S.) Inc | not reported in the loaded dataset | $99,700 | not reported in the loaded dataset |
| Argyle Capital Management | not reported in the loaded dataset | $42,237 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $28,649 | $0 |
| M&T Bank Trust & Pension Services | not reported in the loaded dataset | $27,079 | not reported in the loaded dataset |
| Baker Tilly Us LLC | not reported in the loaded dataset | $11,550 | not reported in the loaded dataset |