Accutrex Products, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Accutrex Products, Inc. under EIN 25-1388919 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $16,037,333 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16MPlan net assets, end of year$16,037,333
Participants233Covered participants reported
Assets / participant$68.8KComputed: assets ÷ participants$68,830 (computed)
Provider compensation$3K1 Schedule C provider row(s)$3,050
Plan sponsor
Accutrex Products, Inc.
EIN
25-1388919
Plan number
002
Plan type
2
Location
Canonsburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20240905153802NAL0021231121001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$759.5K
Benefits paid / distributions$751.8K
Contributions
Employer$311.3K
Participant$536.6K
Full reported line items

Net assets

Total assets (EOY)
$16,037,333
Total liabilities (EOY)
$0
Net assets (EOY)
$16,037,333
Net assets (BOY)
$13,145,200

Income & contributions

Employer contributions
$311,291
Participant contributions
$536,607
Total contributions
$847,898
Total income / additions
$3,651,650

Expenses & distributions

Benefits paid
$751,764
Administrative expenses
$3,050
Total expenses
$759,517
Net increase / (decrease)
$2,892,133
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,050$02023

Related Form 5500 pages