2023 Form 5500 filing — Access Solo Pooled Employer Plan - Series 1
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 20240927154259NAL0002490561001) for Access Solo Pooled Employer Plan - Series 1, reported by Access Plans, LLC under EIN 85-3473108 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927154259NAL0002490561001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Access Plans, LLC
- EIN
- 85-3473108
- Plan number
- 001
- Location
- Wylie, TX
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,593,215
- Net assets (EOY)
- $1,593,215
- Employer contributions
- $208,501
- Participant contributions
- $78,281
- Total income / additions
- $541,599
- Benefits paid
- $10,754
- Administrative expenses
- $1,031
- Total expenses
- $11,785
- Net increase / (decrease)
- $529,814
- Schedule source
- Schedule I