Acorn Distributors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Acorn Distributors, 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, Acorn Distributors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Acorn Distributors, Inc. under EIN 35-1386869 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $9,662,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acorn Distributors, Inc.
- EIN
- 35-1386869
- Plan number
- 001
- Plan type
- 2
- Location
- Brownsburg, IN
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $9,662,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241011164424NAL0039528976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,662,961
- Net assets (EOY)
- $9,662,961
- Net assets (BOY)
- $10,489,368
Income & contributions
- Employer contributions
- $71,591
- Participant contributions
- $633,528
- Total contributions
- $925,867
- Total income / additions
- $1,897,584
Expenses & distributions
- Benefits paid
- $2,688,599
- Administrative expenses
- $35,392
- Total expenses
- $2,723,991
- Net increase / (decrease)
- -$826,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $318 | $36 | 2023 |
| American Pension Advisors, Ltd. | TPA | $249 | not reported in the loaded dataset | 2023 |
| Thurston Springer Miller Herd Titak | ADVISOR | $223 | not reported in the loaded dataset | 2023 |
| American Pension Advisors, Ltd. | TPA | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Nationwide | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Thurston Springer Financial | ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acorn Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Brownsburg, IN
- Nationwide — Schedule C compensation
- American Pension Advisors, Ltd. — Schedule C compensation
- Thurston Springer Miller Herd Titak — Schedule C compensation
- Thurston Springer Financial — Schedule C compensation