Plan5500

Akrf, Inc. Profit Sharing Plan And 401(K) Plan — Form 5500 plan (Akrf, 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, Akrf, Inc. Profit Sharing Plan And 401(K) Plan is a benefit plan reported by Akrf, Inc. under EIN 13-5331530 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $84,541,384 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Akrf, Inc.
EIN
13-5331530
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
441
End-of-year plan assets
$84,541,384

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241010115714NAL0009965795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,541,384
Total liabilities (EOY)
$0
Net assets (EOY)
$84,541,384
Net assets (BOY)
$69,598,036

Income & contributions

Employer contributions
$1,391,940
Participant contributions
$3,817,024
Total contributions
$5,697,762
Total income / additions
$18,189,227

Expenses & distributions

Benefits paid
$3,139,528
Administrative expenses
$106,351
Total expenses
$3,245,879
Net increase / (decrease)
$14,943,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$65,722$02023
Usi Advisors, IncRETAINED BY EMPLOYER$36,693not reported in the loaded dataset2023
Anchin, Block & AnchinRETAINED BY EMPLOYER$13,650not reported in the loaded dataset2023

Related Form 5500 pages