Abel-Womack Employee Appreciation Savings Plan — Form 5500 plan (Abel Womack, Inc.)

Plain-English plan 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, Abel-Womack Employee Appreciation Savings Plan is a benefit plan reported by Abel Womack, Inc. under EIN 04-3047271 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $29,718,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abel Womack, Inc.
EIN
04-3047271
Plan number
001
Plan type
2
Location
Lawrence, MA
Latest filing year
2023
Participants
281
End-of-year plan assets
$29,718,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240910071907NAL0003320947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,718,268
Total liabilities (EOY)
$0
Net assets (EOY)
$29,718,268
Net assets (BOY)
$26,937,445

Income & contributions

Employer contributions
$281,071
Participant contributions
$1,549,000
Total contributions
$1,932,123
Total income / additions
$6,501,878

Expenses & distributions

Benefits paid
$3,717,111
Administrative expenses
$5,309
Total expenses
$3,721,055
Net increase / (decrease)
$2,780,823

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$3,189$02023
Empower Advisory Group, LLCNONE$2,068not reported in the loaded dataset2023

Related Form 5500 pages