Acronis, Inc. 401(K) Plan — Form 5500 plan (Acronis, Inc.)
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, Acronis, Inc. 401(K) Plan is a benefit plan reported by Acronis, Inc. under EIN 74-2948842 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $21,159,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acronis, Inc.
- EIN
- 74-2948842
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $21,159,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241014142128NAL0015089715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,159,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,159,073
- Net assets (BOY)
- $16,271,204
Income & contributions
- Employer contributions
- $718,220
- Participant contributions
- $2,707,276
- Total contributions
- $3,609,696
- Total income / additions
- $6,974,486
Expenses & distributions
- Benefits paid
- $1,971,653
- Administrative expenses
- $97,042
- Total expenses
- $2,086,617
- Net increase / (decrease)
- $4,887,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,281 | $0 | 2023 |
| Onedigital Investment Advisors LLC | ADVISOR | $29,701 | not reported in the loaded dataset | 2023 |
| Coastal Capital Group | ADVISOR | $13,560 | not reported in the loaded dataset | 2023 |
| Boivin & Associates | ACCOUNTANT/AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acronis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Fidelity Investments Institutional — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Coastal Capital Group — Schedule C compensation
- Boivin & Associates — Schedule C compensation