2023 Form 5500 filing — Acorn Engineering Company, Inc. 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 20241002183438NAL0009299729001) for Acorn Engineering Company, Inc. 401(K) Plan, reported by Acorn Engineering Company, Inc. under EIN 95-1864304 and plan number 002. It reports 871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002183438NAL0009299729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acorn Engineering Company, Inc.
- EIN
- 95-1864304
- Plan number
- 002
- Location
- City Of Industry, CA
- Participants
- 871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,277,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,277,773
- Employer contributions
- $117,862
- Participant contributions
- $1,759,061
- Total income / additions
- $6,571,605
- Benefits paid
- $1,696,444
- Administrative expenses
- $88,392
- Total expenses
- $1,790,252
- Net increase / (decrease)
- $4,781,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $80,964 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,428 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |