Acendas LLC Savings Plan — Form 5500 plan (Acendas LLC)
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, Acendas LLC Savings Plan is a benefit plan reported by Acendas LLC under EIN 43-1270102 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $8,625,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acendas LLC
- EIN
- 43-1270102
- Plan number
- 001
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $8,625,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240912150816NAL0005274083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,625,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,625,635
- Net assets (BOY)
- $7,433,390
Income & contributions
- Employer contributions
- $143,942
- Participant contributions
- $376,630
- Total contributions
- $520,572
- Total income / additions
- $1,797,612
Expenses & distributions
- Benefits paid
- $582,798
- Administrative expenses
- $22,569
- Total expenses
- $605,367
- Net increase / (decrease)
- $1,192,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors LLC | INVESTMENT ADVISOR | $21,794 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $775 | $0 | 2023 |