Accumetric, LLC Restated Retirement Savings Plan — Form 5500 plan (Accumetric, 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, Accumetric, LLC Restated Retirement Savings Plan is a benefit plan reported by Accumetric, LLC under EIN 61-0945483 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $5,632,546 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accumetric, LLC
EIN
61-0945483
Plan number
001
Plan type
2
Location
Elizabethtown, KY
Latest filing year
2023
Participants
298
End-of-year plan assets
$5,632,546

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20241010140530NAL0021160209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,632,546
Total liabilities (EOY)
$0
Net assets (EOY)
$5,632,546
Net assets (BOY)
$4,708,579

Income & contributions

Employer contributions
$329,583
Participant contributions
$532,114
Total contributions
$1,024,093
Total income / additions
$1,711,736

Expenses & distributions

Benefits paid
$773,906
Administrative expenses
$13,863
Total expenses
$787,769
Net increase / (decrease)
$923,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityINVESTMENT ADVISORY$0$3,1792023

Related Form 5500 pages