Abercrombie & Kent Usa, LLC 401(K) Savings & Benefit Plan — Form 5500 plan (Abercrombie & Kent Usa, 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, Abercrombie & Kent Usa, LLC 401(K) Savings & Benefit Plan is a benefit plan reported by Abercrombie & Kent Usa, LLC under EIN 36-2771967 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $27,425,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abercrombie & Kent Usa, LLC
- EIN
- 36-2771967
- Plan number
- 001
- Plan type
- 2
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $27,425,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241008131757NAL0034766818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,425,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,425,956
- Net assets (BOY)
- $25,740,417
Income & contributions
- Employer contributions
- $662,862
- Participant contributions
- $2,054,782
- Total contributions
- $3,068,611
- Total income / additions
- $7,342,366
Expenses & distributions
- Benefits paid
- $5,564,378
- Administrative expenses
- $79,541
- Total expenses
- $5,656,827
- Net increase / (decrease)
- $1,685,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $29,247 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $21,979 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,031 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT MGMT | $9,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abercrombie & Kent Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Mesirow Financial Investment Manage — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation