Adobe 401(K) Profit Sharing Plan — Form 5500 plan (Adobe Industrial Group, 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, Adobe 401(K) Profit Sharing Plan is a benefit plan reported by Adobe Industrial Group, LLC under EIN 45-3369913 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $2,025,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adobe Industrial Group, LLC
EIN
45-3369913
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
133
End-of-year plan assets
$2,025,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20250827145649NAL0009504417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,025,473
Total liabilities (EOY)
$561
Net assets (EOY)
$2,024,912
Net assets (BOY)
$1,584,747

Income & contributions

Employer contributions
$149,788
Participant contributions
$201,553
Total contributions
$351,341
Total income / additions
$649,136

Expenses & distributions

Benefits paid
$195,193
Administrative expenses
$13,778
Total expenses
$208,971
Net increase / (decrease)
$440,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt, Inc.NONE$13,778not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$1,7512023

Related Form 5500 pages