Ace Surgical Supply Co., Inc. 401(K) Plan — Form 5500 plan (Ace Surgical Supply Co., Inc.)

Plain-English plan 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, Ace Surgical Supply Co., Inc. 401(K) Plan is a benefit plan reported by Ace Surgical Supply Co., Inc. under EIN 04-2428967 and plan number 004. The latest loaded filing year is 2023. The filing reports 143 participants and $14,865,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ace Surgical Supply Co., Inc.
EIN
04-2428967
Plan number
004
Plan type
2
Location
Brockton, MA
Latest filing year
2023
Participants
143
End-of-year plan assets
$14,865,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240925154756NAL0005571699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,865,112
Total liabilities (EOY)
$0
Net assets (EOY)
$14,865,112
Net assets (BOY)
$12,526,578

Income & contributions

Employer contributions
$341,789
Participant contributions
$725,414
Total contributions
$1,083,049
Total income / additions
$2,924,204

Expenses & distributions

Benefits paid
$584,795
Administrative expenses
$875
Total expenses
$585,670
Net increase / (decrease)
$2,338,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$30,2742023
Fidelity Investments InstitutionalRECORDKEEPER$875$02023

Related Form 5500 pages