Accuserve Solutions, Inc. Retirement Plan — Form 5500 plan (Accuserve Solutions, 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, Accuserve Solutions, Inc. Retirement Plan is a benefit plan reported by Accuserve Solutions, Inc. under EIN 85-3173535 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $5,822,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accuserve Solutions, Inc.
EIN
85-3173535
Plan number
001
Plan type
2
Location
Springfield, OH
Latest filing year
2023
Participants
454
End-of-year plan assets
$5,822,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20241014170052NAL0046903712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,822,464
Total liabilities (EOY)
$0
Net assets (EOY)
$5,822,464
Net assets (BOY)
$3,021,940

Income & contributions

Employer contributions
$405,437
Participant contributions
$1,049,356
Total contributions
$2,134,290
Total income / additions
$2,889,334

Expenses & distributions

Benefits paid
$422,183
Administrative expenses
$43,303
Total expenses
$467,837
Net increase / (decrease)
$2,421,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,842$02023
Kestra Investment Services LLCADVISOR$16,991not reported in the loaded dataset2023

Related Form 5500 pages