Plan5500

Abelson-Taylor, Inc. Profit Sharing Plan — Form 5500 plan (Abelson-Taylor, 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, Abelson-Taylor, Inc. Profit Sharing Plan is a benefit plan reported by Abelson-Taylor, Inc. under EIN 36-3108622 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $73,843,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abelson-Taylor, Inc.
EIN
36-3108622
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
491
End-of-year plan assets
$73,843,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023491H, C20240906145744NAL0001554897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,843,842
Total liabilities (EOY)
$0
Net assets (EOY)
$73,843,842
Net assets (BOY)
$62,033,584

Income & contributions

Employer contributions
$859,513
Participant contributions
$3,168,570
Total contributions
$4,436,038
Total income / additions
$16,453,404

Expenses & distributions

Benefits paid
$4,519,652
Administrative expenses
$112,843
Total expenses
$4,643,146
Net increase / (decrease)
$11,810,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments LLCADVISOR$70,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$42,843$02023

Related Form 5500 pages