Accesso 401(K) Retirement Plan — Form 5500 plan (Accesso, 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, Accesso 401(K) Retirement Plan is a benefit plan reported by Accesso, LLC under EIN 26-2981860 and plan number 001. The latest loaded filing year is 2023. The filing reports 550 participants and $31,204,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accesso, LLC
EIN
26-2981860
Plan number
001
Plan type
2
Location
Lake Mary, FL
Latest filing year
2023
Participants
550
End-of-year plan assets
$31,204,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023550H, C20240517121118NAL0052299105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,204,778
Total liabilities (EOY)
$0
Net assets (EOY)
$31,204,778
Net assets (BOY)
$23,834,732

Income & contributions

Employer contributions
$1,425,010
Participant contributions
$3,067,346
Total contributions
$4,928,671
Total income / additions
$9,612,818

Expenses & distributions

Benefits paid
$2,132,135
Administrative expenses
$110,637
Total expenses
$2,242,772
Net increase / (decrease)
$7,370,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abbey Street LLCADVISOR$63,936not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,701$02023

Related Form 5500 pages