Department of Labor filing

THE ABC COMPANIES, INC. 401(K) SAVINGS PLAN #002

THE ABC COMPANIES, INC. 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

Not reported

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$184 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 29% of comparable plans

↗Investment performance

Not available

Plan assets changed -99.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202245out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $1,342 · based on 194 comparable plans

Lower reported administrative expense29th percentileTypical peer $104 · based on 211 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, THE ABC COMPANIES, INC. 401(K) SAVINGS PLAN #002 reported $59,986 in employer contributions across the plan and 0 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy0%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 2.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $59,986
Participant contributions: $234,579
Other contributions: Not reported
Employer share of reported contributions: 20.4%
Beginning assets: $11,457,499
Ending assets: $93,988
Ending net assets: $93,988
Ending liabilities: Not reported
Total income: $1,677,139
Total expenses: $13,040,650
Administrative expenses: $18,754
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,367

2023

Not reported

Plan-paid administrative expenses per participant

2022

$189

2023

$184

Active participants

2022

2023

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	Not reported	0	94K	20241015091843NAL0055339938001
2022	$1,367	79	11.5M	20231013142854NAL0033543025001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 160330490-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1987
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ASCENSUS	2023	Not reported	unknown
MERRILL LYNCH,PIERCE,FENNER&SMITH	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20241015091843NAL0055339938001

Data sourceDOL Form 5500 bulk data ↗

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