Access Intelligence LLC 401(K) Plan — Form 5500 plan (Access Intelligence 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, Access Intelligence LLC 401(K) Plan is a benefit plan reported by Access Intelligence LLC under EIN 52-2270063 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $32,657,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Intelligence LLC
- EIN
- 52-2270063
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $32,657,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241010100746NAL0019897681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,657,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,657,113
- Net assets (BOY)
- $28,477,675
Income & contributions
- Employer contributions
- $193,923
- Participant contributions
- $1,775,340
- Total contributions
- $2,072,852
- Total income / additions
- $6,942,470
Expenses & distributions
- Benefits paid
- $2,679,662
- Administrative expenses
- $83,370
- Total expenses
- $2,763,032
- Net increase / (decrease)
- $4,179,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $83,383 | $0 | 2023 |
| Mml Investors Services LLC | INVESTMENT ADVISORY | $0 | $43,690 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |