Taco Time 401(K) Retirement Plan — Form 5500 plan (Accord, 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, Taco Time 401(K) Retirement Plan is a benefit plan reported by Accord, Inc. under EIN 91-1075830 and plan number 333. The latest loaded filing year is 2023. The filing reports 577 participants and $8,436,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accord, Inc.
EIN
91-1075830
Plan number
333
Plan type
3
Location
Renton, WA
Latest filing year
2023
Participants
577
End-of-year plan assets
$8,436,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023577H, C20241014134044NAL0027428801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,436,091
Total liabilities (EOY)
$0
Net assets (EOY)
$8,436,091
Net assets (BOY)
$6,914,384

Income & contributions

Employer contributions
$130,821
Participant contributions
$584,823
Total contributions
$736,065
Total income / additions
$1,842,702

Expenses & distributions

Benefits paid
$278,554
Administrative expenses
$38,014
Total expenses
$320,995
Net increase / (decrease)
$1,521,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$23,788not reported in the loaded dataset2023
Bensler, LLC Dba ScsNONE$10,805not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$3,421$02023

Related Form 5500 pages