Acton Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Acton Management, 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, Acton Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Acton Management, Inc. under EIN 04-3215815 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $4,217,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acton Management, Inc.
- EIN
- 04-3215815
- Plan number
- 001
- Plan type
- 3
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $4,217,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240715093750NAL0002292034001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,217,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,217,676
- Net assets (BOY)
- $3,543,127
Income & contributions
- Employer contributions
- $10,487
- Participant contributions
- $40,113
- Total income / additions
- $817,833
Expenses & distributions
- Benefits paid
- $143,015
- Administrative expenses
- $269
- Total expenses
- $143,284
- Net increase / (decrease)
- $674,549
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.