Access Systems 401(K) Plan — Form 5500 plan (Access Technologies, Inc. Dba Access Systems)

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 Systems 401(K) Plan is a benefit plan reported by Access Technologies, Inc. Dba Access Systems under EIN 20-2623195 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $13,511,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Technologies, Inc. Dba Access Systems
EIN
20-2623195
Plan number
001
Plan type
2
Location
Waukee, IA
Latest filing year
2023
Participants
281
End-of-year plan assets
$13,511,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240812232945NAL0009879585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,511,355
Total liabilities (EOY)
$0
Net assets (EOY)
$13,511,355
Net assets (BOY)
$11,682,163

Income & contributions

Employer contributions
$389,199
Participant contributions
$899,319
Total contributions
$1,355,147
Total income / additions
$3,382,915

Expenses & distributions

Benefits paid
$1,482,919
Administrative expenses
$59,841
Total expenses
$1,553,723
Net increase / (decrease)
$1,829,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyNONE$51,841$02023
Lwbj, LlpNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages