Plan5500

Acuity, Inc. 401(K) Plan — Form 5500 plan (Acuity, 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, Acuity, Inc. 401(K) Plan is a benefit plan reported by Acuity, Inc. under EIN 33-1009009 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $44,143,783 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acuity, Inc.
EIN
33-1009009
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
475
End-of-year plan assets
$44,143,783

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20240912133856NAL0008608225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,143,783
Total liabilities (EOY)
$0
Net assets (EOY)
$44,143,783
Net assets (BOY)
$32,627,408

Income & contributions

Employer contributions
$1,780,446
Participant contributions
$4,337,223
Total contributions
$7,024,480
Total income / additions
$13,500,830

Expenses & distributions

Benefits paid
$1,856,395
Administrative expenses
$126,545
Total expenses
$1,984,455
Net increase / (decrease)
$11,516,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Ascent Group LLCINVESTMENT ADVISOR$76,539not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$50,006$02023

Related Form 5500 pages