Accesshope 401(K) Defined Contribution Plan — Form 5500 plan (Accesshope, 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, Accesshope 401(K) Defined Contribution Plan is a benefit plan reported by Accesshope, LLC under EIN 84-2818450 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $1,680,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accesshope, LLC
EIN
84-2818450
Plan number
001
Plan type
2
Location
Duarte, CA
Latest filing year
2023
Participants
100
End-of-year plan assets
$1,680,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100H, C20250218141932NAL0003065697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,680,840
Total liabilities (EOY)
$0
Net assets (EOY)
$1,680,840
Net assets (BOY)
$0

Income & contributions

Employer contributions
$400,802
Participant contributions
$1,021,848
Total contributions
$1,602,436
Total income / additions
$1,722,356

Expenses & distributions

Benefits paid
$39,345
Administrative expenses
$2,171
Total expenses
$41,516
Net increase / (decrease)
$1,680,840

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,171$02023

Related Form 5500 pages