2023 Form 5500 filing — 401(K) Profit-Sharing Plan For Employees Of Acord Companies
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 20241015143050NAL0016630099004) for 401(K) Profit-Sharing Plan For Employees Of Acord Companies, reported by Acord Companies under EIN 73-1095633 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143050NAL0016630099004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Acord Companies
- EIN
- 73-1095633
- Plan number
- 001
- Location
- Chandler, OK
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,577,991
- Net assets (EOY)
- $2,577,991
- Employer contributions
- $90,479
- Participant contributions
- $252,379
- Total income / additions
- $620,062
- Benefits paid
- $153,312
- Administrative expenses
- $278
- Total expenses
- $153,590
- Net increase / (decrease)
- $466,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp. | INSURANCE CARRIER | $203 | $0 |
| Fidelity Investments Institutional | RECORD KEEPER | $75 | $0 |