Accrotool, Inc. Employees Savings & Retirement Plan — Form 5500 plan (Accrotool 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, Accrotool, Inc. Employees Savings & Retirement Plan is a benefit plan reported by Accrotool Inc under EIN 25-1757631 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $4,883,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accrotool Inc
EIN
25-1757631
Plan number
001
Plan type
2
Location
New Kensington, PA
Latest filing year
2023
Participants
133
End-of-year plan assets
$4,883,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015054255NAL0014145635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,883,070
Total liabilities (EOY)
$0
Net assets (EOY)
$4,883,070
Net assets (BOY)
$4,397,265

Income & contributions

Employer contributions
$123,636
Participant contributions
$381,242
Total contributions
$507,413
Total income / additions
$1,495,831

Expenses & distributions

Benefits paid
$979,690
Administrative expenses
$30,336
Total expenses
$1,010,026
Net increase / (decrease)
$485,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$14,419$02023
Hapanowicz & Associates Financial SINVESTMENT/FINANCIAL ADVI$7,936$02023

Related Form 5500 pages