Abatement Workers National Defined Contribution Pension Plan — Form 5500 plan (Abatement Workers National Defined Contribution Pension Plan)
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, Abatement Workers National Defined Contribution Pension Plan is a benefit plan reported by Abatement Workers National Defined Contribution Pension Plan under EIN 38-3048188 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,468 participants and $44,307,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abatement Workers National Defined Contribution Pension Plan
- EIN
- 38-3048188
- Plan number
- 003
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,468
- End-of-year plan assets
- $44,307,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,468 | H, C | 20250310135156NAL0027067488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,307,574
- Total liabilities (EOY)
- $27,305
- Net assets (EOY)
- $44,280,269
- Net assets (BOY)
- $38,276,837
Income & contributions
- Employer contributions
- $3,810,950
- Total contributions
- $3,810,950
- Total income / additions
- $10,146,925
Expenses & distributions
- Benefits paid
- $3,871,320
- Administrative expenses
- $272,173
- Total expenses
- $4,143,493
- Net increase / (decrease)
- $6,003,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | NONE | $227,089 | $0 | 2023 |
| Abatement Pension Fund | NONE | $7,300 | $90,225 | 2023 |
| Morgan Stanley | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Novara, Tesija | NONE | $87,661 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $46,850 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley & Co Cpas | NONE | $20,175 | not reported in the loaded dataset | 2023 |
| Stafansky Hollaway | NONE | $12,802 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $7,796 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abatement Workers National Defined Contribution Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Principal Life Insurance Co — Schedule C compensation
- Abatement Pension Fund — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Novara, Tesija — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Wrubel Wesley & Co Cpas — Schedule C compensation
- Stafansky Hollaway — Schedule C compensation
- Pnc Bank — Schedule C compensation