2023 Form 5500 filing — Aco, Inc Tax Favored Savings 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 20241008113906NAL0016544433001) for Aco, Inc Tax Favored Savings Plan, reported by Aco, Inc. under EIN 34-1238844 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.6MReported net assets$12,590,114
Participants217
Provider compensation$79.5K3 Schedule C row(s)$79,465
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008113906NAL0016544433001
Plan sponsor
Aco, Inc.
EIN
34-1238844
Plan number
001
Location
Mentor, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$420.3K
Participant$596.1K
Full reported line items
Total assets (EOY)
$12,590,114
Total liabilities (EOY)
$0
Net assets (EOY)
$12,590,114
Employer contributions
$420,337
Participant contributions
$596,070
Total income / additions
$2,819,056
Benefits paid
$1,015,770
Administrative expenses
$46,222
Total expenses
$1,061,992
Net increase / (decrease)
$1,757,064
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $46.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $27.7K
  3. 3
    CONTACT ADMIN · Direct $0 · Indirect $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008113906NAL0016544433001 cover?
It is the 2023 Form 5500 filing for Aco, Inc Tax Favored Savings Plan, reported by Aco, Inc. (EIN 34-1238844).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages