Above And Beyond 401(K) Plan — Form 5500 plan (Above & Beyond Business Tools For Entrepreneurs)
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, Above And Beyond 401(K) Plan is a benefit plan reported by Above & Beyond Business Tools For Entrepreneurs under EIN 81-4137537 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $12,240,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Above & Beyond Business Tools For Entrepreneurs
- EIN
- 81-4137537
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $12,240,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20250520135354NAL0001258817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,240,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,240,418
- Net assets (BOY)
- $9,992,839
Income & contributions
- Employer contributions
- $621,982
- Participant contributions
- $1,361,832
- Total contributions
- $1,989,079
- Total income / additions
- $3,918,201
Expenses & distributions
- Benefits paid
- $1,608,514
- Administrative expenses
- $62,013
- Total expenses
- $1,670,622
- Net increase / (decrease)
- $2,247,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | N/A | $41,071 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $20,942 | not reported in the loaded dataset | 2023 |