2023 Form 5500 filing — Accion Labs Us 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 20241015144127NAL0048454512001) for Accion Labs Us 401(K) Plan, reported by Accion Labs Us, Inc. under EIN 27-4827982 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144127NAL0048454512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accion Labs Us, Inc.
- EIN
- 27-4827982
- Plan number
- 001
- Location
- Bridgeville, PA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,689,741
- Net assets (EOY)
- $3,689,741
- Participant contributions
- $806,135
- Total income / additions
- $1,352,151
- Benefits paid
- $529,290
- Administrative expenses
- $34,541
- Total expenses
- $564,286
- Net increase / (decrease)
- $787,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apollon Wealth Management LLC | INVESTMENT ADVISORY-PLAN | $23,185 | not reported in the loaded dataset |
| Nova 401(K) Associates Lp | RECORDKEEPER | $2,157 | $8,729 |