Plan5500

2023 Form 5500 filing — Acce Benefit Trust Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730125804NAL0013397043001) for Acce Benefit Trust Profit Sharing Plan, reported by Acce Benefit Trust under EIN 54-6487038 and plan number 001. It reports 5,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730125804NAL0013397043001
Filing year
2023
Form type
3
Plan sponsor
Acce Benefit Trust
EIN
54-6487038
Plan number
001
Location
Alexandria, VA
Participants
5,027
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$422,826,701
Total liabilities (EOY)
$0
Net assets (EOY)
$422,826,701
Employer contributions
$14,062,347
Participant contributions
$20,156,743
Total income / additions
$97,172,632
Benefits paid
$38,072,256
Administrative expenses
$1,614,004
Total expenses
$39,738,871
Net increase / (decrease)
$57,433,761
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,614,004$0
Fringe Benefits, IncCONTRACT ADMINISTRATOR$0$457,891
Forvis, LlpACCOUNTANT$0$69,775
Hr Investment Consultants IncCONSULTANT$0$41,339
Moore ColsonCONSULTANT$0$40,600
Groom Law Group, CharteredLEGAL$0$39,390
Arthur J. Gallagher Risk Mang. ServOTHER SERVICES$0$39,232
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages