Plan5500

Aabr, Inc. 403(B) Thrift Plan — Form 5500 plan (Aabr, 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, Aabr, Inc. 403(B) Thrift Plan is a benefit plan reported by Aabr, Inc. under EIN 13-1968035 and plan number 002. The latest loaded filing year is 2023. The filing reports 679 participants and $13,229,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aabr, Inc.
EIN
13-1968035
Plan number
002
Plan type
2
Location
College Point, NY
Latest filing year
2023
Participants
679
End-of-year plan assets
$13,229,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023679H, C20250829160005NAL0011278241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,229,072
Total liabilities (EOY)
$0
Net assets (EOY)
$13,229,072
Net assets (BOY)
$12,259,681

Income & contributions

Employer contributions
$489,804
Participant contributions
$423,516
Total contributions
$913,320
Total income / additions
$2,501,739

Expenses & distributions

Benefits paid
$1,405,774
Administrative expenses
$106,263
Total expenses
$1,532,348
Net increase / (decrease)
$969,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$51,940not reported in the loaded dataset2023
Roosevelt InvestmentsINVESTMENT ADVISOR$51,181not reported in the loaded dataset2023

Related Form 5500 pages