Abbott-Action , Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Abbott-Action, 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, Abbott-Action , Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Abbott-Action, Inc. under EIN 27-1453493 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $12,270,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abbott-Action, Inc.
- EIN
- 27-1453493
- Plan number
- 001
- Plan type
- 2
- Location
- Attleboro, MA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $12,270,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241001141659NAL0006924289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,270,315
- Total liabilities (EOY)
- $8,848
- Net assets (EOY)
- $12,261,467
- Net assets (BOY)
- $10,302,352
Income & contributions
- Employer contributions
- $177,277
- Participant contributions
- $633,806
- Total contributions
- $812,195
- Total income / additions
- $2,503,505
Expenses & distributions
- Benefits paid
- $478,702
- Administrative expenses
- $56,840
- Total expenses
- $544,390
- Net increase / (decrease)
- $1,959,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $16,083 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,582 | $0 | 2023 |
| Empower Advisory Group | RECORDKEEPER | $5,362 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abbott-Action, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Attleboro, MA
- Morgan Stanley Smith Barney — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation