Access Solo Pooled Employer Plan - Series 1 — Form 5500 plan (Access Plans, 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, Access Solo Pooled Employer Plan - Series 1 is a benefit plan reported by Access Plans, LLC under EIN 85-3473108 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,593,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Plans, LLC
- EIN
- 85-3473108
- Plan number
- 001
- Plan type
- 3
- Location
- Wylie, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,593,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240927154259NAL0002490561001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,593,215
- Net assets (EOY)
- $1,593,215
- Net assets (BOY)
- $56,372
Income & contributions
- Employer contributions
- $208,501
- Participant contributions
- $78,281
- Total income / additions
- $541,599
Expenses & distributions
- Benefits paid
- $10,754
- Administrative expenses
- $1,031
- Total expenses
- $11,785
- Net increase / (decrease)
- $529,814
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.