Abdo 401(K) Profit Sharing Plan — Form 5500 plan (Abdo, Llp)

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, Abdo 401(K) Profit Sharing Plan is a benefit plan reported by Abdo, Llp under EIN 41-1397419 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $28,945,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abdo, Llp
EIN
41-1397419
Plan number
001
Plan type
2
Location
Mankato, MN
Latest filing year
2023
Participants
264
End-of-year plan assets
$28,945,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20240930073121NAL0010697634001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,945,641
Net assets (EOY)
$28,945,641
Net assets (BOY)
$23,290,188

Income & contributions

Employer contributions
$1,027,830
Participant contributions
$1,815,698
Total contributions
$3,381,295
Total income / additions
$7,616,785

Expenses & distributions

Benefits paid
$1,898,395
Administrative expenses
$62,937
Total expenses
$1,961,332
Net increase / (decrease)
$5,655,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resource Investment AdvisorsREGISTERD INVESTMENT AD$60,045not reported in the loaded dataset2023

Related Form 5500 pages