Accurate Inventory & Calculating Service Inc 401(K) Profit Sharing Plan — Form 5500 plan (Accurate Inventory And Calculating Service, 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, Accurate Inventory & Calculating Service Inc 401(K) Profit Sharing Plan is a benefit plan reported by Accurate Inventory And Calculating Service, Inc. under EIN 31-0802227 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $18,717,253 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accurate Inventory And Calculating Service, Inc.
EIN
31-0802227
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
200
End-of-year plan assets
$18,717,253

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241015111832NAL0049005136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,717,253
Total liabilities (EOY)
$0
Net assets (EOY)
$18,717,253
Net assets (BOY)
$15,246,743

Income & contributions

Employer contributions
$349,994
Participant contributions
$594,908
Total contributions
$944,902
Total income / additions
$4,351,164

Expenses & distributions

Benefits paid
$824,830
Administrative expenses
$55,824
Total expenses
$880,654
Net increase / (decrease)
$3,470,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart AdvisorsADVISORS$30,198not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$25,461$02023

Related Form 5500 pages