Acce Benefit Trust Profit Sharing Plan — Form 5500 plan (Acce Benefit Trust)
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, Acce Benefit Trust Profit Sharing Plan is a benefit plan reported by Acce Benefit Trust under EIN 54-6487038 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,027 participants and $422,826,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acce Benefit Trust
- EIN
- 54-6487038
- Plan number
- 001
- Plan type
- 3
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 5,027
- End-of-year plan assets
- $422,826,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,027 | H, C | 20240730125804NAL0013397043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $422,826,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $422,826,701
- Net assets (BOY)
- $365,219,297
Income & contributions
- Employer contributions
- $14,062,347
- Participant contributions
- $20,156,743
- Total contributions
- $36,459,672
- Total income / additions
- $97,172,632
Expenses & distributions
- Benefits paid
- $38,072,256
- Administrative expenses
- $1,614,004
- Total expenses
- $39,738,871
- Net increase / (decrease)
- $57,433,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,614,004 | $0 | 2023 |
| Fringe Benefits, Inc | CONTRACT ADMINISTRATOR | $0 | $457,891 | 2023 |
| Forvis, Llp | ACCOUNTANT | $0 | $69,775 | 2023 |
| Hr Investment Consultants Inc | CONSULTANT | $0 | $41,339 | 2023 |
| Moore Colson | CONSULTANT | $0 | $40,600 | 2023 |
| Groom Law Group, Chartered | LEGAL | $0 | $39,390 | 2023 |
| Arthur J. Gallagher Risk Mang. Serv | OTHER SERVICES | $0 | $39,232 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acce Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Principal Life Insurance Company — Schedule C compensation
- Fringe Benefits, Inc — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Hr Investment Consultants Inc — Schedule C compensation
- Moore Colson — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Arthur J. Gallagher Risk Mang. Serv — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation