Plan5500

Adec Retirement Plan — Form 5500 plan (Adec, 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, Adec Retirement Plan is a benefit plan reported by Adec, Inc. under EIN 35-1060633 and plan number 003. The latest loaded filing year is 2023. The filing reports 247 participants and $4,189,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adec, Inc.
EIN
35-1060633
Plan number
003
Plan type
2
Location
Bristol, IN
Latest filing year
2023
Participants
247
End-of-year plan assets
$4,189,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241014100012NAL0026971713002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,189,465
Net assets (EOY)
$4,189,465
Net assets (BOY)
$4,040,885

Income & contributions

Employer contributions
$154,170
Participant contributions
$376,585
Total contributions
$574,707
Total income / additions
$1,128,360

Expenses & distributions

Benefits paid
$917,571
Administrative expenses
$38,341
Total expenses
$979,780
Net increase / (decrease)
$148,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,496$02023
Shepherd Financial Investment AdvisINVESTMENT ADVISORY$0$9,5772023

Related Form 5500 pages