2023 Form 5500 filing — Acorn Distributors, Inc. 401(K) 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 20241011164424NAL0039528976001) for Acorn Distributors, Inc. 401(K) Profit Sharing Plan, reported by Acorn Distributors, Inc. under EIN 35-1386869 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164424NAL0039528976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acorn Distributors, Inc.
- EIN
- 35-1386869
- Plan number
- 001
- Location
- Brownsburg, IN
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,662,961
- Net assets (EOY)
- $9,662,961
- Employer contributions
- $71,591
- Participant contributions
- $633,528
- Total income / additions
- $1,897,584
- Benefits paid
- $2,688,599
- Administrative expenses
- $35,392
- Total expenses
- $2,723,991
- Net increase / (decrease)
- -$826,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $318 | $36 |
| American Pension Advisors, Ltd. | TPA | $249 | not reported in the loaded dataset |
| Thurston Springer Miller Herd Titak | ADVISOR | $223 | not reported in the loaded dataset |
| American Pension Advisors, Ltd. | TPA | not reported in the loaded dataset | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |
| Thurston Springer Financial | ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |