Ace Industrial Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ace Industrial Supply 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, Ace Industrial Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ace Industrial Supply Inc under EIN 41-2161289 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $3,280,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ace Industrial Supply Inc
EIN
41-2161289
Plan number
001
Plan type
2
Location
Burbank, CA
Latest filing year
2023
Participants
302
End-of-year plan assets
$3,280,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20240926112146NAL0000572561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,280,448
Net assets (EOY)
$3,280,448
Net assets (BOY)
$2,390,056

Income & contributions

Employer contributions
$134,614
Participant contributions
$464,375
Total contributions
$598,989
Total income / additions
$1,063,270

Expenses & distributions

Benefits paid
$94,938
Administrative expenses
$39,464
Total expenses
$172,878
Net increase / (decrease)
$890,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$13,489$5002023
Pension Assurance LlpAUDITOR$11,000not reported in the loaded dataset2023
Raymond James FsaREGISTERED INVESTMENT ADV$10,363$02023
Nova 401k AssociatesTHIRD PARTY ADMINISTRATOR$0$10,0632023

Related Form 5500 pages