2023 Form 5500 filing — Accusoft Corporation 401(K) 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 20240910085852NAL0006634049001) for Accusoft Corporation 401(K) Plan, reported by Accusoft Corporation under EIN 39-1808391 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910085852NAL0006634049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accusoft Corporation
- EIN
- 39-1808391
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,590,771
- Net assets (EOY)
- $18,590,771
- Employer contributions
- $511,376
- Participant contributions
- $1,253,720
- Total income / additions
- $4,831,167
- Benefits paid
- $2,118,460
- Administrative expenses
- $75,351
- Total expenses
- $2,215,582
- Net increase / (decrease)
- $2,615,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $62,052 | $0 |
| Royal Fund Management, LLC | INVESTMENT ADVISOR | $32,879 | $0 |
| Martin, Martin, Randall & Associate | TPA | $9,500 | $8,527 |
| Joseph R. Faulk | OTHER | $9,929 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $3,739 | $0 |