Asbury Carbons, Inc. 401(K) Savings Plan — Form 5500 plan (Asbury Carbons, 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, Asbury Carbons, Inc. 401(K) Savings Plan is a benefit plan reported by Asbury Carbons, Inc. under EIN 22-0744000 and plan number 003. The latest loaded filing year is 2023. The filing reports 327 participants and $27,634,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbury Carbons, Inc.
- EIN
- 22-0744000
- Plan number
- 003
- Plan type
- 2
- Location
- Asbury, NJ
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $27,634,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20250327141719NAL0012430195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,634,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,634,833
- Net assets (BOY)
- $12,993,259
Income & contributions
- Employer contributions
- $253,789
- Participant contributions
- $915,169
- Total contributions
- $3,105,657
- Total income / additions
- $7,203,291
Expenses & distributions
- Benefits paid
- $12,037,845
- Administrative expenses
- $101,911
- Total expenses
- $12,148,884
- Net increase / (decrease)
- -$4,945,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $67,454 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $17,550 | not reported in the loaded dataset | 2023 |
| Conrad M Siegel Inc Dba Conrad Sieg | CONTRACT ADMIN | $12,707 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbury Carbons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Asbury, NJ
- Onedigital Investment Advisors LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Conrad M Siegel Inc Dba Conrad Sieg — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation