Acro Industries Inc1 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Acro Industries Inc1)

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, Acro Industries Inc1 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Acro Industries Inc1 under EIN 16-1352907 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $9,125,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acro Industries Inc1
EIN
16-1352907
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
151
End-of-year plan assets
$9,125,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241003102629NAL0004785299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,125,719
Total liabilities (EOY)
$0
Net assets (EOY)
$9,125,719
Net assets (BOY)
$8,271,863

Income & contributions

Employer contributions
$0
Participant contributions
$378,278
Total contributions
$378,278
Total income / additions
$1,602,055

Expenses & distributions

Benefits paid
$714,476
Administrative expenses
$33,723
Total expenses
$748,199
Net increase / (decrease)
$853,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cnb Wealth ManagementADVISOR$24,347not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$9,611not reported in the loaded dataset2023

Related Form 5500 pages