Adi American Distributors, LLC 401(K) Retirement Plan — Form 5500 plan (Adi American Distributors, LLC)
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, Adi American Distributors, LLC 401(K) Retirement Plan is a benefit plan reported by Adi American Distributors, LLC under EIN 22-2538240 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $10,300,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adi American Distributors, LLC
- EIN
- 22-2538240
- Plan number
- 001
- Plan type
- 2
- Location
- Randolph, NJ
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $10,300,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240924150613NAL0013178977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,300,471
- Total liabilities (EOY)
- $17,001
- Net assets (EOY)
- $10,283,470
- Net assets (BOY)
- $8,534,276
Income & contributions
- Employer contributions
- $98,061
- Participant contributions
- $495,543
- Total contributions
- $746,948
- Total income / additions
- $2,159,393
Expenses & distributions
- Benefits paid
- $404,821
- Administrative expenses
- $5,378
- Total expenses
- $410,199
- Net increase / (decrease)
- $1,749,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISORY | $0 | $21,936 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,377 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adi American Distributors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Randolph, NJ
- Private Advisor Group LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation