2023 Form 5500 filing — Accutrex Products, Inc. Employees Stock Ownership 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 20241014092252NAL0025812481002) for Accutrex Products, Inc. Employees Stock Ownership Plan, reported by Accutrex Products, Inc. under EIN 25-1388919 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092252NAL0025812481002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accutrex Products, Inc.
- EIN
- 25-1388919
- Plan number
- 001
- Location
- Canonsburg, PA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,820,804
- Net assets (EOY)
- $3,820,804
- Total income / additions
- $559,807
- Benefits paid
- $748,945
- Administrative expenses
- $58,458
- Total expenses
- $807,403
- Net increase / (decrease)
- -$247,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Ret. Solutions | THIRD-PARTY ADMIN. | $33,308 | not reported in the loaded dataset |
| Herbein & Company, Inc. | PLAN AUDITOR | $15,450 | not reported in the loaded dataset |
| Mcginty Consulting, Inc. | CONSULTING/APPRAISAL | $6,500 | not reported in the loaded dataset |