Accesscny, Inc. Employees' Retirement Plan And Trust — Form 5500 plan (Accesscny, 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, Accesscny, Inc. Employees' Retirement Plan And Trust is a benefit plan reported by Accesscny, Inc. under EIN 15-0532247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,425 participants and $14,722,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accesscny, Inc.
EIN
15-0532247
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
1,425
End-of-year plan assets
$14,722,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,425H, C20241008093322NAL0034267010001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,722,897
Total liabilities (EOY)
$17,122
Net assets (EOY)
$14,705,775
Net assets (BOY)
$13,266,245

Income & contributions

Employer contributions
$356,277
Participant contributions
$784,506
Total contributions
$1,285,461
Total income / additions
$3,125,705

Expenses & distributions

Benefits paid
$1,576,806
Administrative expenses
$109,302
Total expenses
$1,686,175
Net increase / (decrease)
$1,439,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$88,382$02023
Actuarial Pension Analysts IncSERVICE PROVIDER$20,920$02023
Cambridge Investment ResearchBROKER$0not reported in the loaded dataset2023

Related Form 5500 pages