2023 Form 5500 filing — 401(A) Thrift Plan Of Achieve Human Services, Inc.

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 20241014170347NAL0054555234001) for 401(A) Thrift Plan Of Achieve Human Services, Inc., reported by Achieve Human Services, Inc. under EIN 86-0354970 and plan number 002. It reports 155 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)$2.8MReported net assets$2,815,628
Participants155
Provider compensation$1.8K1 Schedule C row(s)$1,761
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014170347NAL0054555234001
Plan sponsor
Achieve Human Services, Inc.
EIN
86-0354970
Plan number
002
Location
Yuma, AZ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$575.4K
Total expenses$127.9K
Benefits paid / distributions$126.1K
Contributions
Employer$342.4K
Participant$0
Full reported line items
Total assets (EOY)
$2,815,628
Total liabilities (EOY)
$0
Net assets (EOY)
$2,815,628
Employer contributions
$342,366
Participant contributions
$0
Total income / additions
$575,448
Benefits paid
$126,140
Administrative expenses
$1,761
Total expenses
$127,901
Net increase / (decrease)
$447,547
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $1.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014170347NAL0054555234001 cover?
It is the 2023 Form 5500 filing for 401(A) Thrift Plan Of Achieve Human Services, Inc., reported by Achieve Human Services, Inc. (EIN 86-0354970).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages