Plan5500

Access Cig, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Access Cig)

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, Access Cig, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Access Cig under EIN 20-0673169 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,588 participants and $54,480,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Cig
EIN
20-0673169
Plan number
001
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
1,588
End-of-year plan assets
$54,480,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,588H, C20241010133233NAL0011506195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,480,733
Total liabilities (EOY)
$0
Net assets (EOY)
$54,480,733
Net assets (BOY)
$41,357,323

Income & contributions

Employer contributions
$6,216,192
Participant contributions
$2,633,022
Total contributions
$10,085,216
Total income / additions
$17,653,329

Expenses & distributions

Benefits paid
$4,289,522
Administrative expenses
$205,746
Total expenses
$4,529,919
Net increase / (decrease)
$13,123,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$129,913$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$54,974not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$20,859not reported in the loaded dataset2023

Related Form 5500 pages