2023 Form 5500 filing — Access Pooled Employer Plan- Series Ii
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 20241015123945NAL0029654193001) for Access Pooled Employer Plan- Series Ii, reported by Access Plans LLC under EIN 85-3473108 and plan number 005. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015123945NAL0029654193001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Access Plans LLC
- EIN
- 85-3473108
- Plan number
- 005
- Location
- Wylie, TX
- Participants
- 0
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,592,622
- Total liabilities (EOY)
- $1,219
- Net assets (EOY)
- $16,591,403
- Employer contributions
- $121,110
- Participant contributions
- $324,893
- Total income / additions
- $825,110
- Benefits paid
- $14,870
- Administrative expenses
- $2,246
- Total expenses
- $18,335
- Net increase / (decrease)
- $806,775
- Schedule source
- Schedule H