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, Charles Abbott Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Charles Abbott Associates, Inc. under EIN 33-0053899 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $24,236,536 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,236,536
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $24,236,535
- Net assets (BOY)
- $22,116,461
Income & contributions
- Employer contributions
- $600,224
- Participant contributions
- $1,326,634
- Total contributions
- $1,930,269
- Total income / additions
- $5,442,088
Expenses & distributions
- Benefits paid
- $3,267,096
- Administrative expenses
- $19,692
- Total expenses
- $3,322,014
- Net increase / (decrease)
- $2,120,074