Accountingdepartment.Com, LLC 401(K) Plan — Form 5500 plan (Accountingdepartment.Com, LLC)

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, Accountingdepartment.Com, LLC 401(K) Plan is a benefit plan reported by Accountingdepartment.Com, LLC under EIN 20-0819446 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $6,552,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accountingdepartment.Com, LLC
EIN
20-0819446
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
Participants
195
End-of-year plan assets
$6,552,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240618075137NAL0003071184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,552,567
Net assets (EOY)
$6,552,567
Net assets (BOY)
$4,616,706

Income & contributions

Employer contributions
$359,474
Participant contributions
$797,366
Total contributions
$1,310,509
Total income / additions
$2,212,949

Expenses & distributions

Benefits paid
$230,212
Administrative expenses
$46,876
Total expenses
$277,088
Net increase / (decrease)
$1,935,861

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$34,578$02023
Cadaret Grant & Company IncNONE$0$21,6152023
Assuredpartners Northeast, LLCNONE$6,704$02023

Related Form 5500 pages