Abacus Technology Corporation 401(K) Plan And Trust — Form 5500 plan (Abacus Technology Corporation)

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, Abacus Technology Corporation 401(K) Plan And Trust is a benefit plan reported by Abacus Technology Corporation under EIN 52-1328215 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,164 participants and $96,073,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abacus Technology Corporation
EIN
52-1328215
Plan number
001
Plan type
2
Location
Chevy Chase, MD
Latest filing year
2023
Participants
1,164
End-of-year plan assets
$96,073,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,164H, C20241001045428NAL0010949520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,073,137
Net assets (EOY)
$96,073,137
Net assets (BOY)
$82,575,603

Income & contributions

Employer contributions
$2,195,970
Participant contributions
$5,605,617
Total contributions
$9,020,356
Total income / additions
$22,014,300

Expenses & distributions

Benefits paid
$8,288,169
Administrative expenses
$228,597
Total expenses
$8,516,766
Net increase / (decrease)
$13,497,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$228,597not reported in the loaded dataset2023
Merrill LynchINVESTMENT ADVISORY$0$83,4532023
Aprio LlpACCOUNTANTnot reported in the loaded dataset$17,0002023

Related Form 5500 pages