Access World Usa LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Access World Usa LLC)
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 World Usa LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Access World Usa LLC under EIN 20-8023608 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $1,332,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access World Usa LLC
- EIN
- 20-8023608
- Plan number
- 001
- Plan type
- 2
- Location
- Baytown, TX
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $1,332,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015133618NAL0014733219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,332,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,332,794
- Net assets (BOY)
- $1,253,579
Income & contributions
- Employer contributions
- $73,970
- Participant contributions
- $160,515
- Total contributions
- $234,485
- Total income / additions
- $439,627
Expenses & distributions
- Benefits paid
- $340,369
- Administrative expenses
- $12,363
- Total expenses
- $360,412
- Net increase / (decrease)
- $79,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $6,523 | not reported in the loaded dataset | 2023 |