Abbybank 401(K) Profit Sharing Plan — Form 5500 plan (Abbybank)
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, Abbybank 401(K) Profit Sharing Plan is a benefit plan reported by Abbybank under EIN 39-1087461 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $10,358,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abbybank
- EIN
- 39-1087461
- Plan number
- 001
- Plan type
- 2
- Location
- Abbotsford, WI
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $10,358,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241007082342NAL0031245042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,358,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,358,984
- Net assets (BOY)
- $10,002,962
Income & contributions
- Employer contributions
- $266,400
- Participant contributions
- $396,298
- Total contributions
- $718,397
- Total income / additions
- $2,015,155
Expenses & distributions
- Benefits paid
- $1,637,756
- Administrative expenses
- $21,377
- Total expenses
- $1,659,133
- Net increase / (decrease)
- $356,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,567 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ ADVISOR | $0 | $13,068 | 2023 |