Plan5500

Acco Savings And Investment Plan — Form 5500 plan (Acco Engineered Systems, 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, Acco Savings And Investment Plan is a benefit plan reported by Acco Engineered Systems, Inc. under EIN 95-1625123 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,812 participants and $253,561,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acco Engineered Systems, Inc.
EIN
95-1625123
Plan number
001
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
1,812
End-of-year plan assets
$253,561,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,812H, C20250709134749NAL0004845761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$253,561,595
Total liabilities (EOY)
$0
Net assets (EOY)
$253,561,595
Net assets (BOY)
$197,767,896

Income & contributions

Employer contributions
$1,357,200
Participant contributions
$13,299,432
Total contributions
$18,128,468
Total income / additions
$73,765,475

Expenses & distributions

Benefits paid
$18,005,295
Administrative expenses
-$35,634
Total expenses
$17,971,776
Net increase / (decrease)
$55,793,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$64,478not reported in the loaded dataset2023
Bfsg LLCADVISOR\ CONSULTANT$37,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$137,232$02023

Related Form 5500 pages