ACCRUEPARTNERS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ACCRUE PARTNERS, INC. 401(K) P/S PLAN
401k plan membership statisitcs for ACCRUE PARTNERS, INC. 401(K) P/S PLAN
| Measure | Date | Value |
|---|
| 2023: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 17 |
| Total of all active and inactive participants | 2023-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 70 |
| Number of participants with account balances | 2023-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
| Total of all active and inactive participants | 2022-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 60 |
| Number of participants with account balances | 2022-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
| Total of all active and inactive participants | 2021-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 58 |
| Number of participants with account balances | 2021-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
| Total of all active and inactive participants | 2020-01-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 95 |
| Number of participants with account balances | 2020-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 21 |
| Total of all active and inactive participants | 2019-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 69 |
| Number of participants with account balances | 2019-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 20 |
| Total of all active and inactive participants | 2018-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 101 |
| Number of participants with account balances | 2018-01-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
| Total of all active and inactive participants | 2017-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 87 |
| Number of participants with account balances | 2017-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,281,470 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $302,977 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $295,315 |
| Total plan assets at end of year | 2023-12-31 | $3,347,001 |
| Total plan assets at beginning of year | 2023-12-31 | $2,368,508 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $507,000 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $547,343 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $978,493 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,347,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,368,508 |
| Assets. Value of participant loans | 2023-12-31 | $45,896 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $227,127 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,662 |
| 2022 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-76,854 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $452,482 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $445,184 |
| Total plan assets at end of year | 2022-12-31 | $2,368,508 |
| Total plan assets at beginning of year | 2022-12-31 | $2,897,844 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $342,270 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-581,564 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-529,336 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,368,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,897,844 |
| Assets. Value of participant loans | 2022-12-31 | $5,676 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $162,440 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,298 |
| 2021 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $804,499 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $548,000 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $538,270 |
| Total plan assets at end of year | 2021-12-31 | $2,897,844 |
| Total plan assets at beginning of year | 2021-12-31 | $2,641,345 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $260,668 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $4,872 |
| Other income received | 2021-12-31 | $396,461 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $256,499 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,897,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,641,345 |
| Assets. Value of participant loans | 2021-12-31 | $15,996 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $142,498 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $1,659 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,071 |
| 2020 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $927,496 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $249,978 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $243,736 |
| Total plan assets at end of year | 2020-12-31 | $2,641,345 |
| Total plan assets at beginning of year | 2020-12-31 | $1,963,827 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $316,885 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $463,903 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $677,518 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,641,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,963,827 |
| Assets. Value of participant loans | 2020-12-31 | $52,432 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $146,708 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,242 |
| 2019 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $917,833 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $824,849 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $818,557 |
| Total plan assets at end of year | 2019-12-31 | $1,963,827 |
| Total plan assets at beginning of year | 2019-12-31 | $1,870,843 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $343,591 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $419,426 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $92,984 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,963,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,870,843 |
| Assets. Value of participant loans | 2019-12-31 | $6,047 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $154,816 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,292 |
| 2018 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $371,469 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $611,764 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $608,044 |
| Total plan assets at end of year | 2018-12-31 | $1,870,843 |
| Total plan assets at beginning of year | 2018-12-31 | $2,111,138 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $347,201 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $35,944 |
| Other income received | 2018-12-31 | $-154,894 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-240,295 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,870,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,111,138 |
| Assets. Value of participant loans | 2018-12-31 | $895 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $143,218 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,720 |
| 2017 : ACCRUE PARTNERS, INC. 401(K) P/S PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $922,502 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $499,977 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $486,289 |
| Total plan assets at end of year | 2017-12-31 | $2,111,138 |
| Total plan assets at beginning of year | 2017-12-31 | $1,688,613 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $351,472 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $31,082 |
| Other income received | 2017-12-31 | $395,388 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $422,525 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,111,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,688,613 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $144,560 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,688 |