2023 Form 5500 filing — Acorn Stairlifts, Inc 401(K) 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 20241015105505NAL0047456848001) for Acorn Stairlifts, Inc 401(K) Plan, reported by Acorn Stairlifts, Inc under EIN 59-3670273 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105505NAL0047456848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acorn Stairlifts, Inc
- EIN
- 59-3670273
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,170,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,170,113
- Employer contributions
- $645,769
- Participant contributions
- $1,795,042
- Total income / additions
- $4,730,831
- Benefits paid
- $1,919,557
- Administrative expenses
- $35,673
- Total expenses
- $1,964,634
- Net increase / (decrease)
- $2,766,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $31,597 | $0 |
| First Party Administrator, LLC | CONTRACT ADMIN | $9,330 | $0 |
| Empower Annutiy Insurance Company | RECORD KEEPER | $7,877 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $259 | $0 |