Acorn Engineering Company, Inc. 401(K) Plan — Form 5500 plan (Acorn Engineering Company, 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, Acorn Engineering Company, Inc. 401(K) Plan is a benefit plan reported by Acorn Engineering Company, Inc. under EIN 95-1864304 and plan number 002. The latest loaded filing year is 2023. The filing reports 871 participants and $30,277,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acorn Engineering Company, Inc.
- EIN
- 95-1864304
- Plan number
- 002
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 871
- End-of-year plan assets
- $30,277,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 871 | H, C | 20241002183438NAL0009299729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,277,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,277,773
- Net assets (BOY)
- $25,496,420
Income & contributions
- Employer contributions
- $117,862
- Participant contributions
- $1,759,061
- Total contributions
- $1,881,460
- Total income / additions
- $6,571,605
Expenses & distributions
- Benefits paid
- $1,696,444
- Administrative expenses
- $88,392
- Total expenses
- $1,790,252
- Net increase / (decrease)
- $4,781,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $80,964 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,428 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acorn Engineering Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation