Access Tca, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Access Tca, 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, Access Tca, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Access Tca, Inc. under EIN 04-2861732 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $16,710,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Tca, Inc.
EIN
04-2861732
Plan number
001
Plan type
2
Location
Whitinsville, MA
Latest filing year
2023
Participants
201
End-of-year plan assets
$16,710,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240807080905NAL0001961187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,710,070
Total liabilities (EOY)
$0
Net assets (EOY)
$16,710,070
Net assets (BOY)
$14,323,097

Income & contributions

Employer contributions
$110,211
Participant contributions
$1,132,653
Total contributions
$1,448,145
Total income / additions
$4,291,956

Expenses & distributions

Benefits paid
$1,895,361
Administrative expenses
$825
Total expenses
$1,904,983
Net increase / (decrease)
$2,386,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$45,5112023
Fidelity Investments InstitutionalRECORDKEEPER$825$02023

Related Form 5500 pages