Acceleration Partners Retirement Savings Plan — Form 5500 plan (Acceleration Partners 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, Acceleration Partners Retirement Savings Plan is a benefit plan reported by Acceleration Partners LLC under EIN 42-1751446 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $10,138,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acceleration Partners LLC
- EIN
- 42-1751446
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $10,138,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241015143748NAL0014861315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,138,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,138,968
- Net assets (BOY)
- $6,974,375
Income & contributions
- Employer contributions
- $705,236
- Participant contributions
- $1,455,497
- Total contributions
- $2,258,051
- Total income / additions
- $3,805,340
Expenses & distributions
- Benefits paid
- $1,151,503
- Administrative expenses
- $60,346
- Total expenses
- $1,211,849
- Net increase / (decrease)
- $2,593,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hays Financial Group | ADVISOR | $33,928 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,360 | $0 | 2023 |