2023 Form 5500 filing — Ace Endico Corp. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711132300NAL0016225073001) for Ace Endico Corp. 401(K) Plan, reported by Ace Endico Corp. under EIN 13-3116470 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711132300NAL0016225073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ace Endico Corp.
- EIN
- 13-3116470
- Plan number
- 001
- Location
- Brewster, NY
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,708,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,708,665
- Employer contributions
- $974,783
- Participant contributions
- $3,051,464
- Total income / additions
- $8,437,094
- Benefits paid
- $1,523,742
- Administrative expenses
- $82,107
- Total expenses
- $1,605,849
- Net increase / (decrease)
- $6,831,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,357 | not reported in the loaded dataset |
| Stone Hill Fiduciary Management Ll | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Citrin Cooperman | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset |