Adb Companies, LLC Retirement Savings Plan — Form 5500 plan (Adb Companies, 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, Adb Companies, LLC Retirement Savings Plan is a benefit plan reported by Adb Companies, LLC under EIN 43-1710461 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,742 participants and $34,980,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adb Companies, LLC
EIN
43-1710461
Plan number
001
Plan type
2
Location
Eureka, MO
Latest filing year
2023
Participants
1,742
End-of-year plan assets
$34,980,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,742H, C20250415101537NAL0003171905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,980,071
Total liabilities (EOY)
$0
Net assets (EOY)
$34,980,071
Net assets (BOY)
$27,950,974

Income & contributions

Employer contributions
$2,337,295
Participant contributions
$4,065,233
Total contributions
$7,024,013
Total income / additions
$12,342,666

Expenses & distributions

Benefits paid
$5,061,300
Administrative expenses
$192,474
Total expenses
$5,313,569
Net increase / (decrease)
$7,029,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$192,474$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$71,7052023

Related Form 5500 pages