2023 Form 5500 filing — Above And Beyond 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 20250520135354NAL0001258817001) for Above And Beyond 401(K) Plan, reported by Above & Beyond Business Tools For Entrepreneurs under EIN 81-4137537 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250520135354NAL0001258817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Above & Beyond Business Tools For Entrepreneurs
- EIN
- 81-4137537
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,240,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,240,418
- Employer contributions
- $621,982
- Participant contributions
- $1,361,832
- Total income / additions
- $3,918,201
- Benefits paid
- $1,608,514
- Administrative expenses
- $62,013
- Total expenses
- $1,670,622
- Net increase / (decrease)
- $2,247,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $41,071 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $20,942 | not reported in the loaded dataset |