Plan5500

Accion Labs Us 401(K) Plan — Form 5500 plan (Accion Labs Us, 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, Accion Labs Us 401(K) Plan is a benefit plan reported by Accion Labs Us, Inc. under EIN 27-4827982 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $3,689,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accion Labs Us, Inc.
EIN
27-4827982
Plan number
001
Plan type
2
Location
Bridgeville, PA
Latest filing year
2023
Participants
157
End-of-year plan assets
$3,689,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241015144127NAL0048454512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,689,741
Net assets (EOY)
$3,689,741
Net assets (BOY)
$2,901,876

Income & contributions

Participant contributions
$806,135
Total contributions
$816,260
Total income / additions
$1,352,151

Expenses & distributions

Benefits paid
$529,290
Administrative expenses
$34,541
Total expenses
$564,286
Net increase / (decrease)
$787,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Apollon Wealth Management LLCINVESTMENT ADVISORY-PLAN$23,185not reported in the loaded dataset2023
Nova 401(K) Associates LpRECORDKEEPER$2,157$8,7292023

Related Form 5500 pages