2023 Form 5500 filing — Acca New England Retirement Savings 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 20250423194244NAL0004141731001) for Acca New England Retirement Savings Plan, reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 005. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423194244NAL0004141731001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 005
- Location
- Clearwater, FL
- Participants
- 89
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,409,972
- Net assets (EOY)
- $2,409,972
- Employer contributions
- $55,216
- Participant contributions
- $101,806
- Total income / additions
- $628,785
- Benefits paid
- $1,522,571
- Administrative expenses
- $49,458
- Total expenses
- $1,572,029
- Net increase / (decrease)
- -$943,244
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,478 | $0 |
| Morgan Stanley Smith Barney | BROKER/ ADVISER | $0 | $12,278 |
| American Pension Services, LLC. | CONTRACT ADMIN | $8,974 | $3,108 |