Accretive Technology Group, Inc. 401 (K) Plan — Form 5500 plan (Accretive Technology Group, 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, Accretive Technology Group, Inc. 401 (K) Plan is a benefit plan reported by Accretive Technology Group, Inc under EIN 91-1869389 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $58,465,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accretive Technology Group, Inc
EIN
91-1869389
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
506
End-of-year plan assets
$58,465,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20241014145026NAL0027609505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,465,276
Total liabilities (EOY)
$0
Net assets (EOY)
$58,465,276
Net assets (BOY)
$43,692,839

Income & contributions

Employer contributions
$2,129,664
Participant contributions
$4,570,063
Total contributions
$6,731,081
Total income / additions
$16,527,889

Expenses & distributions

Benefits paid
$1,645,201
Administrative expenses
$103,507
Total expenses
$1,755,452
Net increase / (decrease)
$14,772,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncADVISOR$142,645not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$39,138$02023

Related Form 5500 pages