401(K) Profit-Sharing Plan For Employees Of Acord Companies — Form 5500 plan (Acord Companies)
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, 401(K) Profit-Sharing Plan For Employees Of Acord Companies is a benefit plan reported by Acord Companies under EIN 73-1095633 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $2,577,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acord Companies
- EIN
- 73-1095633
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, OK
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $2,577,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241015143050NAL0016630099004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,577,991
- Net assets (EOY)
- $2,577,991
- Net assets (BOY)
- $2,111,519
Income & contributions
- Employer contributions
- $90,479
- Participant contributions
- $252,379
- Total contributions
- $352,805
- Total income / additions
- $620,062
Expenses & distributions
- Benefits paid
- $153,312
- Administrative expenses
- $278
- Total expenses
- $153,590
- Net increase / (decrease)
- $466,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp. | INSURANCE CARRIER | $203 | $0 | 2023 |
| Fidelity Investments Institutional | RECORD KEEPER | $75 | $0 | 2023 |