Abt Associates Inc. Profit Sharing And Savings Plan — Form 5500 plan (Abt Global 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, Abt Associates Inc. Profit Sharing And Savings Plan is a benefit plan reported by Abt Global Inc under EIN 93-4368162 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,380 participants and $389,133,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abt Global Inc
- EIN
- 93-4368162
- Plan number
- 003
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 2,380
- End-of-year plan assets
- $389,133,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,380 | H, C | 20241011140846NAL0011001011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $389,133,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $389,133,012
- Net assets (BOY)
- $297,855,780
Income & contributions
- Employer contributions
- $7,880,135
- Participant contributions
- $14,708,093
- Total contributions
- $31,809,716
- Total income / additions
- $93,271,518
Expenses & distributions
- Benefits paid
- $38,963,831
- Administrative expenses
- $269,499
- Total expenses
- $39,265,827
- Net increase / (decrease)
- $54,005,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $101,596 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $76,491 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $74,537 | not reported in the loaded dataset | 2023 |
| Cbiz Mhm, LLC | ACCOUNTANT/AUDITOR | $16,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abt Global Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Cbiz Mhm, LLC — Schedule C compensation