Adobe Drywall, L.L.C. 401(K) Plan — Form 5500 plan (Adobe Drywall, L.L.C.)

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 Drywall, L.L.C. 401(K) Plan is a benefit plan reported by Adobe Drywall, L.L.C. under EIN 86-1011468 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $5,579,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adobe Drywall, L.L.C.
EIN
86-1011468
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
234
End-of-year plan assets
$5,579,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241010170154NAL0020581233002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,579,152
Net assets (EOY)
$5,579,152
Net assets (BOY)
$4,460,467

Income & contributions

Employer contributions
$255,272
Participant contributions
$353,573
Total contributions
$608,845
Total income / additions
$1,422,627

Expenses & distributions

Benefits paid
$264,783
Administrative expenses
$23,397
Total expenses
$303,942
Net increase / (decrease)
$1,118,685

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesINVESTMENT ADVISOR$23,097$02023
Edberg Perry LLCCONTRACT ADMIN$3,136$02023
Capital Group Retirement Plan ServRECORDKEEPER$500$02023

Related Form 5500 pages