Accelerate360 Distribution, LLC 401(K) Plan — Form 5500 plan (Accelerate360 Distribution, 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, Accelerate360 Distribution, LLC 401(K) Plan is a benefit plan reported by Accelerate360 Distribution, LLC under EIN 84-3293568 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,584 participants and $74,642,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accelerate360 Distribution, LLC
- EIN
- 84-3293568
- Plan number
- 001
- Plan type
- 2
- Location
- Smyrna, GA
- Latest filing year
- 2023
- Participants
- 1,584
- End-of-year plan assets
- $74,642,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,584 | H, C | 20250321101837NAL0008190961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,642,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,642,771
- Net assets (BOY)
- $72,241,932
Income & contributions
- Participant contributions
- $3,114,253
- Total contributions
- $3,876,150
- Total income / additions
- $14,100,312
Expenses & distributions
- Benefits paid
- $11,526,487
- Administrative expenses
- $166,906
- Total expenses
- $11,699,473
- Net increase / (decrease)
- $2,400,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $139,712 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $58,836 | 2023 |
| Keefe Mccullough | ACCOUNTANT | $18,500 | not reported in the loaded dataset | 2023 |
| Accelerate360 Distributi | ACCOUNTANT | $8,694 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accelerate360 Distribution, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Smyrna, GA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Keefe Mccullough — Schedule C compensation
- Accelerate360 Distributi — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation