Acct Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Acct Holdings, Inc.)
Plain-English plan 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, Acct Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Acct Holdings, Inc. under EIN 05-0567511 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,499 participants and $85,369,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acct Holdings, Inc.
- EIN
- 05-0567511
- Plan number
- 001
- Plan type
- 2
- Location
- Berwyn, PA
- Latest filing year
- 2023
- Participants
- 7,499
- End-of-year plan assets
- $85,369,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,499 | H | 20241014091138NAL0014682707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,369,774
- Total liabilities (EOY)
- $296,536,000
- Net assets (EOY)
- -$211,166,226
- Net assets (BOY)
- -$231,508,922
Income & contributions
- Employer contributions
- $5,763,205
- Total contributions
- $5,763,205
- Total income / additions
- $26,105,901
Expenses & distributions
- Benefits paid
- $129,021
- Administrative expenses
- $0
- Total expenses
- $5,763,205
- Net increase / (decrease)
- $20,342,696
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.