Asbury Carbons, Inc. Pension Plan — Form 5500 plan (Asbury Carbons, Inc. & Subs)
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, Asbury Carbons, Inc. Pension Plan is a benefit plan reported by Asbury Carbons, Inc. & Subs under EIN 22-0744000 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $31,221,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbury Carbons, Inc. & Subs
- EIN
- 22-0744000
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $31,221,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20250409091106NAL0038886706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,221,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,221,728
- Net assets (BOY)
- $30,301,198
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,262,468
Expenses & distributions
- Benefits paid
- $1,827,494
- Administrative expenses
- $514,444
- Total expenses
- $2,341,938
- Net increase / (decrease)
- $920,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Palmieri & Eisenberg | not reported in the loaded dataset | $199,611 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | FIDUCIARY | $152,192 | not reported in the loaded dataset | 2023 |
| Mercer (U.S.) Inc | not reported in the loaded dataset | $99,700 | not reported in the loaded dataset | 2023 |
| Argyle Capital Management | not reported in the loaded dataset | $42,237 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | FIDUCIARY | $28,649 | $0 | 2023 |
| M&T Bank Trust & Pension Services | not reported in the loaded dataset | $27,079 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us LLC | not reported in the loaded dataset | $11,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbury Carbons, Inc. & Subs
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Palmieri & Eisenberg — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mercer (U.S.) Inc — Schedule C compensation
- Argyle Capital Management — Schedule C compensation
- M&T Bank Trust & Pension Services — Schedule C compensation
- Baker Tilly Us LLC — Schedule C compensation