2023 Form 5500 filing — Acronis, 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 20241014142128NAL0015089715001) for Acronis, Inc. 401(K) Plan, reported by Acronis, Inc. under EIN 74-2948842 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.2MReported net assets$21,159,073
Participants412
Provider compensation$97K4 Schedule C row(s)$97,042
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014142128NAL0015089715001
Plan sponsor
Acronis, Inc.
EIN
74-2948842
Plan number
001
Location
Burlington, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$21.2M total assets
Net assets$21.2MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$718.2K
Participant$2.7M
Full reported line items
Total assets (EOY)
$21,159,073
Total liabilities (EOY)
$0
Net assets (EOY)
$21,159,073
Employer contributions
$718,220
Participant contributions
$2,707,276
Total income / additions
$6,974,486
Benefits paid
$1,971,653
Administrative expenses
$97,042
Total expenses
$2,086,617
Net increase / (decrease)
$4,887,869

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$46,281$0
Onedigital Investment Advisors LLCADVISOR$29,701not reported in the loaded dataset
Coastal Capital GroupADVISOR$13,560not reported in the loaded dataset
Boivin & AssociatesACCOUNTANT/AUDITOR$7,500not reported in the loaded dataset

Related Form 5500 pages