Adena Corporation & Amcrete 401(K) Plan — Form 5500 plan (Adena Corporation)
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, Adena Corporation & Amcrete 401(K) Plan is a benefit plan reported by Adena Corporation under EIN 34-1376430 and plan number 002. The latest loaded filing year is 2023. The filing reports 547 participants and $24,239,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adena Corporation
- EIN
- 34-1376430
- Plan number
- 002
- Plan type
- 2
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $24,239,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241015084030NAL0014261203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,239,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,239,272
- Net assets (BOY)
- $19,095,024
Income & contributions
- Employer contributions
- $1,367,274
- Participant contributions
- $1,564,556
- Total contributions
- $3,042,399
- Total income / additions
- $6,587,585
Expenses & distributions
- Benefits paid
- $1,256,605
- Administrative expenses
- $87,868
- Total expenses
- $1,443,337
- Net increase / (decrease)
- $5,144,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,068 | $0 | 2023 |
| Everhart Financial Group Inc | INVESTMENT ADVISOR | $43,852 | not reported in the loaded dataset | 2023 |