The Accurate Group 401(K) Profit Sharing Plan — Form 5500 plan (Accurate Group Holdings, 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, The Accurate Group 401(K) Profit Sharing Plan is a benefit plan reported by Accurate Group Holdings, LLC under EIN 26-4285688 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $10,787,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accurate Group Holdings, LLC
EIN
26-4285688
Plan number
001
Plan type
2
Location
Independence, OH
Latest filing year
2023
Participants
585
End-of-year plan assets
$10,787,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023585H, C20240827155451NAL0023579730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,787,573
Total liabilities (EOY)
$0
Net assets (EOY)
$10,787,573
Net assets (BOY)
$8,925,975

Income & contributions

Employer contributions
$213,030
Participant contributions
$1,143,361
Total contributions
$1,567,574
Total income / additions
$3,189,051

Expenses & distributions

Benefits paid
$1,212,078
Administrative expenses
$115,375
Total expenses
$1,327,453
Net increase / (decrease)
$1,861,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesSERVICE PROVIDER$32,496not reported in the loaded dataset2023
Cbiz Benefits And Ins ServicesSERVICE PROVIDER$0$6,5172023

Related Form 5500 pages