2023 Form 5500 filing — Ace World Wide 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 20241004095841NAL0005602115001) for Ace World Wide 401(K) Plan, reported by Ace Corporate Support, Inc. under EIN 39-1917636 and plan number 333. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095841NAL0005602115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ace Corporate Support, Inc.
- EIN
- 39-1917636
- Plan number
- 333
- Location
- Cudahy, WI
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,898,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,898,962
- Employer contributions
- $189,309
- Participant contributions
- $719,799
- Total income / additions
- $2,622,877
- Benefits paid
- $653,120
- Administrative expenses
- $47,878
- Total expenses
- $700,998
- Net increase / (decrease)
- $1,921,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,889 | $0 |
| Spectrum Investment Advisors, Inc. | ADVISOR\INVESTMENT ADV | $14,963 | not reported in the loaded dataset |