Adams And Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Adams And Associates, Inc.)
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, Adams And Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Adams And Associates, Inc. under EIN 88-0263693 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,229 participants and $47,601,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams And Associates, Inc.
- EIN
- 88-0263693
- Plan number
- 003
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 2,229
- End-of-year plan assets
- $47,601,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,229 | H | 20241108104555NAL0006670115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,601,238
- Total liabilities (EOY)
- $10,108,217
- Net assets (EOY)
- $37,493,021
- Net assets (BOY)
- $19,428,863
Income & contributions
- Employer contributions
- $3,425,058
- Total contributions
- $3,425,058
- Total income / additions
- $19,105,059
Expenses & distributions
- Benefits paid
- $735,872
- Administrative expenses
- $0
- Total expenses
- $1,030,667
- Net increase / (decrease)
- $18,074,392
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.