Acorn Stairlifts, Inc 401(K) Plan — Form 5500 plan (Acorn Stairlifts, 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, Acorn Stairlifts, Inc 401(K) Plan is a benefit plan reported by Acorn Stairlifts, Inc under EIN 59-3670273 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $15,170,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acorn Stairlifts, Inc
- EIN
- 59-3670273
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $15,170,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241015105505NAL0047456848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,170,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,170,113
- Net assets (BOY)
- $12,403,916
Income & contributions
- Employer contributions
- $645,769
- Participant contributions
- $1,795,042
- Total contributions
- $2,597,779
- Total income / additions
- $4,730,831
Expenses & distributions
- Benefits paid
- $1,919,557
- Administrative expenses
- $35,673
- Total expenses
- $1,964,634
- Net increase / (decrease)
- $2,766,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $31,597 | $0 | 2023 |
| First Party Administrator, LLC | CONTRACT ADMIN | $9,330 | $0 | 2023 |
| Empower Annutiy Insurance Company | RECORD KEEPER | $7,877 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $259 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acorn Stairlifts, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Resources Investment Advisors, LLC — Schedule C compensation
- First Party Administrator, LLC — Schedule C compensation
- Empower Annutiy Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation