Accusoft Corporation 401(K) Plan — Form 5500 plan (Accusoft Corporation)
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, Accusoft Corporation 401(K) Plan is a benefit plan reported by Accusoft Corporation under EIN 39-1808391 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $18,590,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accusoft Corporation
- EIN
- 39-1808391
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $18,590,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20240910085852NAL0006634049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,590,771
- Net assets (EOY)
- $18,590,771
- Net assets (BOY)
- $15,975,186
Income & contributions
- Employer contributions
- $511,376
- Participant contributions
- $1,253,720
- Total contributions
- $1,861,691
- Total income / additions
- $4,831,167
Expenses & distributions
- Benefits paid
- $2,118,460
- Administrative expenses
- $75,351
- Total expenses
- $2,215,582
- Net increase / (decrease)
- $2,615,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $62,052 | $0 | 2023 |
| Royal Fund Management, LLC | INVESTMENT ADVISOR | $32,879 | $0 | 2023 |
| Martin, Martin, Randall & Associate | TPA | $9,500 | $8,527 | 2023 |
| Joseph R. Faulk | OTHER | $9,929 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $3,739 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accusoft Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Royal Fund Management, LLC — Schedule C compensation
- Martin, Martin, Randall & Associate — Schedule C compensation
- Joseph R. Faulk — Schedule C compensation
- Empower Advisory Group — Schedule C compensation