2023 Form 5500 filing — Accrotool, Inc. Employees Savings & 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 20241015054255NAL0014145635001) for Accrotool, Inc. Employees Savings & Retirement Plan, reported by Accrotool Inc under EIN 25-1757631 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015054255NAL0014145635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accrotool Inc
- EIN
- 25-1757631
- Plan number
- 001
- Location
- New Kensington, PA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,883,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,883,070
- Employer contributions
- $123,636
- Participant contributions
- $381,242
- Total income / additions
- $1,495,831
- Benefits paid
- $979,690
- Administrative expenses
- $30,336
- Total expenses
- $1,010,026
- Net increase / (decrease)
- $485,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $14,419 | $0 |
| Hapanowicz & Associates Financial S | INVESTMENT/FINANCIAL ADVI | $7,936 | $0 |