Plan5500

Accutrex Products, Inc. Employees Stock Ownership Plan — Form 5500 plan (Accutrex Products, 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, Accutrex Products, Inc. Employees Stock Ownership Plan is a benefit plan reported by Accutrex Products, Inc. under EIN 25-1388919 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $3,820,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accutrex Products, Inc.
EIN
25-1388919
Plan number
001
Plan type
2
Location
Canonsburg, PA
Latest filing year
2023
Participants
213
End-of-year plan assets
$3,820,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241014092252NAL0025812481002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,820,804
Net assets (EOY)
$3,820,804
Net assets (BOY)
$4,068,400

Income & contributions

Total income / additions
$559,807

Expenses & distributions

Benefits paid
$748,945
Administrative expenses
$58,458
Total expenses
$807,403
Net increase / (decrease)
-$247,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Ret. SolutionsTHIRD-PARTY ADMIN.$33,308not reported in the loaded dataset2023
Herbein & Company, Inc.PLAN AUDITOR$15,450not reported in the loaded dataset2023
Mcginty Consulting, Inc.CONSULTING/APPRAISAL$6,500not reported in the loaded dataset2023

Related Form 5500 pages