2023 Form 5500 filing — Accelerate360 Distribution, LLC 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 20250321101837NAL0008190961001) for Accelerate360 Distribution, LLC 401(K) Plan, reported by Accelerate360 Distribution, LLC under EIN 84-3293568 and plan number 001. It reports 1,584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321101837NAL0008190961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accelerate360 Distribution, LLC
- EIN
- 84-3293568
- Plan number
- 001
- Location
- Smyrna, GA
- Participants
- 1,584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,642,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,642,771
- Participant contributions
- $3,114,253
- Total income / additions
- $14,100,312
- Benefits paid
- $11,526,487
- Administrative expenses
- $166,906
- Total expenses
- $11,699,473
- Net increase / (decrease)
- $2,400,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $139,712 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $58,836 |
| Keefe Mccullough | ACCOUNTANT | $18,500 | not reported in the loaded dataset |
| Accelerate360 Distributi | ACCOUNTANT | $8,694 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |