2023 Form 5500 filing — Accuserve Solutions, Inc. Retirement 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 20241014170052NAL0046903712001) for Accuserve Solutions, Inc. Retirement Plan, reported by Accuserve Solutions, Inc. under EIN 85-3173535 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170052NAL0046903712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accuserve Solutions, Inc.
- EIN
- 85-3173535
- Plan number
- 001
- Location
- Springfield, OH
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,822,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,822,464
- Employer contributions
- $405,437
- Participant contributions
- $1,049,356
- Total income / additions
- $2,889,334
- Benefits paid
- $422,183
- Administrative expenses
- $43,303
- Total expenses
- $467,837
- Net increase / (decrease)
- $2,421,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,842 | $0 |
| Kestra Investment Services LLC | ADVISOR | $16,991 | not reported in the loaded dataset |