Access Pooled Employer Plan- Series Ii — Form 5500 plan (Access Plans 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, Access Pooled Employer Plan- Series Ii is a benefit plan reported by Access Plans LLC under EIN 85-3473108 and plan number 005. The latest loaded filing year is 2023. The filing reports 0 participants and $16,592,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Plans LLC
- EIN
- 85-3473108
- Plan number
- 005
- Plan type
- 3
- Location
- Wylie, TX
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $16,592,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H | 20241015123945NAL0029654193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,592,622
- Total liabilities (EOY)
- $1,219
- Net assets (EOY)
- $16,591,403
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $121,110
- Participant contributions
- $324,893
- Total contributions
- $446,003
- Total income / additions
- $825,110
Expenses & distributions
- Benefits paid
- $14,870
- Administrative expenses
- $2,246
- Total expenses
- $18,335
- Net increase / (decrease)
- $806,775
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.