Acca New England Retirement Savings Plan — Form 5500 plan (Plan Fiduciary Services, 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, Acca New England Retirement Savings Plan is a benefit plan reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 005. The latest loaded filing year is 2023. The filing reports 89 participants and $2,409,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 005
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 89
- End-of-year plan assets
- $2,409,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 89 | I, C | 20250423194244NAL0004141731001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,409,972
- Net assets (EOY)
- $2,409,972
- Net assets (BOY)
- $3,353,216
Income & contributions
- Employer contributions
- $55,216
- Participant contributions
- $101,806
- Total income / additions
- $628,785
Expenses & distributions
- Benefits paid
- $1,522,571
- Administrative expenses
- $49,458
- Total expenses
- $1,572,029
- Net increase / (decrease)
- -$943,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,478 | $0 | 2023 |
| Morgan Stanley Smith Barney | BROKER/ ADVISER | $0 | $12,278 | 2023 |
| American Pension Services, LLC. | CONTRACT ADMIN | $8,974 | $3,108 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Fiduciary Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- American Pension Services, LLC. — Schedule C compensation