2023 Form 5500 filing — Accuity Llp 401(K) Profit Sharing 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 20240923145934NAL0011601601001) for Accuity Llp 401(K) Profit Sharing Plan, reported by Accuity Llp under EIN 20-5325889 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.8MReported net assets$17,766,034
Participants119
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923145934NAL0011601601001
Plan sponsor
Accuity Llp
EIN
20-5325889
Plan number
001
Location
Honolulu, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$576.6K
Participant$961K
Full reported line items
Total assets (EOY)
$17,766,034
Total liabilities (EOY)
$0
Net assets (EOY)
$17,766,034
Employer contributions
$576,593
Participant contributions
$960,956
Total income / additions
$4,114,697
Benefits paid
$2,296,398
Administrative expenses
$11,515
Total expenses
$2,307,913
Net increase / (decrease)
$1,806,784

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923145934NAL0011601601001 cover?
It is the 2023 Form 5500 filing for Accuity Llp 401(K) Profit Sharing Plan, reported by Accuity Llp (EIN 20-5325889).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages