401k Plan data: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN plan

ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ACCOLADE CAPITAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: ACCOLADE CAPITAL MANAGEMENT LLC

Employer identification number (EIN): 522227070

NAIC Classification: 523900

Additional information about ACCOLADE CAPITAL MANAGEMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3162577

More information about ACCOLADE CAPITAL MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANDREW SALEMBIER
001 2017-01-01 ANDREW SALEMBIER
001 2016-01-01 ANDREW SALEMBIER
001 2015-01-01 ANDREW SALEMBIER ANDREW SALEMBIER 2016-05-31
001 2014-01-01 ANDREW SALEMBIER
001 2013-01-01 ANDREW SALEMBIER
001 2012-01-01 ANDREW SALEMBIER
001 2011-01-01 ANDREW SALEMBIER

Plan Statistics for ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
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 5
Total of all active and inactive participants 2022-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 17
Number of participants with account balances 2022-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 5
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
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 3
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 3
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 2
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 3
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
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	5
Total of all active and inactive participants	2022-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	17
Number of participants with account balances	2022-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	5
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
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	3
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	3
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	2
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	3
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$115,103
Expenses. Total of all expenses incurred	2022-12-31	$90,662
Benefits paid (including direct rollovers)	2022-12-31	$88,652
Total plan assets at end of year	2022-12-31	$1,345,802
Total plan assets at beginning of year	2022-12-31	$1,321,361
Value of fidelity bond covering the plan	2022-12-31	$85,000
Total contributions received or receivable from participants	2022-12-31	$114,044
Other income received	2022-12-31	$-66,313
Net income (gross income less expenses)	2022-12-31	$24,441
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,345,802
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,321,361
Assets. Value of participant loans	2022-12-31	$22,133
Total contributions received or receivable from employer(s)	2022-12-31	$67,372
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,010
2021 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$306,319
Expenses. Total of all expenses incurred	2021-12-31	$7,514
Benefits paid (including direct rollovers)	2021-12-31	$5,205
Total plan assets at end of year	2021-12-31	$1,321,361
Total plan assets at beginning of year	2021-12-31	$1,022,556
Value of fidelity bond covering the plan	2021-12-31	$85,000
Total contributions received or receivable from participants	2021-12-31	$86,915
Other income received	2021-12-31	$144,654
Net income (gross income less expenses)	2021-12-31	$298,805
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,321,361
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,022,556
Assets. Value of participant loans	2021-12-31	$27,231
Total contributions received or receivable from employer(s)	2021-12-31	$74,750
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,309
2020 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$221,865
Expenses. Total of all expenses incurred	2020-12-31	$1,600
Total plan assets at end of year	2020-12-31	$1,022,556
Total plan assets at beginning of year	2020-12-31	$802,291
Value of fidelity bond covering the plan	2020-12-31	$85,000
Total contributions received or receivable from participants	2020-12-31	$102,750
Other income received	2020-12-31	$105,846
Net income (gross income less expenses)	2020-12-31	$220,265
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,022,556
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$802,291
Assets. Value of participant loans	2020-12-31	$32,500
Total contributions received or receivable from employer(s)	2020-12-31	$13,269
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,600
2019 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$194,763
Expenses. Total of all expenses incurred	2019-12-31	$15,029
Benefits paid (including direct rollovers)	2019-12-31	$13,519
Total plan assets at end of year	2019-12-31	$802,291
Total plan assets at beginning of year	2019-12-31	$622,557
Value of fidelity bond covering the plan	2019-12-31	$85,000
Total contributions received or receivable from participants	2019-12-31	$81,058
Other income received	2019-12-31	$93,027
Net income (gross income less expenses)	2019-12-31	$179,734
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$802,291
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$622,557
Assets. Value of participant loans	2019-12-31	$36,901
Total contributions received or receivable from employer(s)	2019-12-31	$20,678
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,510
2018 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
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	$82,445
Expenses. Total of all expenses incurred	2018-12-31	$12,208
Benefits paid (including direct rollovers)	2018-12-31	$10,795
Total plan assets at end of year	2018-12-31	$622,557
Total plan assets at beginning of year	2018-12-31	$552,320
Value of fidelity bond covering the plan	2018-12-31	$85,000
Total contributions received or receivable from participants	2018-12-31	$78,915
Other income received	2018-12-31	$-5,392
Net income (gross income less expenses)	2018-12-31	$70,237
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$622,557
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$552,320
Assets. Value of participant loans	2018-12-31	$40,987
Total contributions received or receivable from employer(s)	2018-12-31	$8,922
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,413
2017 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
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	$125,165
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$552,320
Total plan assets at beginning of year	2017-12-31	$427,155
Value of fidelity bond covering the plan	2017-12-31	$85,000
Total contributions received or receivable from participants	2017-12-31	$68,000
Other income received	2017-12-31	$52,496
Net income (gross income less expenses)	2017-12-31	$125,165
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$552,320
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$427,155
Assets. Value of participant loans	2017-12-31	$45,256
Total contributions received or receivable from employer(s)	2017-12-31	$4,669
2016 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$80,954
Expenses. Total of all expenses incurred	2016-12-31	$150
Total plan assets at end of year	2016-12-31	$427,155
Total plan assets at beginning of year	2016-12-31	$346,351
Value of fidelity bond covering the plan	2016-12-31	$85,000
Total contributions received or receivable from participants	2016-12-31	$61,385
Other income received	2016-12-31	$12,966
Net income (gross income less expenses)	2016-12-31	$80,804
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$427,155
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$346,351
Assets. Value of participant loans	2016-12-31	$50,000
Total contributions received or receivable from employer(s)	2016-12-31	$6,603
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$150
2015 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$71,373
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$346,351
Total plan assets at beginning of year	2015-12-31	$274,978
Value of fidelity bond covering the plan	2015-12-31	$85,000
Total contributions received or receivable from participants	2015-12-31	$64,675
Other income received	2015-12-31	$-2,412
Net income (gross income less expenses)	2015-12-31	$71,373
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$346,351
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$274,978
Total contributions received or receivable from employer(s)	2015-12-31	$9,110
2014 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$72,863
Expenses. Total of all expenses incurred	2014-12-31	$1,105
Benefits paid (including direct rollovers)	2014-12-31	$1,000
Total plan assets at end of year	2014-12-31	$274,978
Total plan assets at beginning of year	2014-12-31	$203,220
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$58,575
Other income received	2014-12-31	$14,288
Net income (gross income less expenses)	2014-12-31	$71,758
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$274,978
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$203,220
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$105
2013 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$82,179
Expenses. Total of all expenses incurred	2013-12-31	$455
Total plan assets at end of year	2013-12-31	$203,220
Total plan assets at beginning of year	2013-12-31	$121,496
Total contributions received or receivable from participants	2013-12-31	$58,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$455
Other income received	2013-12-31	$21,179
Net income (gross income less expenses)	2013-12-31	$81,724
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$203,220
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$121,496
Total contributions received or receivable from employer(s)	2013-12-31	$3,000
2012 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$63,692
Expenses. Total of all expenses incurred	2012-12-31	$371
Total plan assets at end of year	2012-12-31	$121,496
Total plan assets at beginning of year	2012-12-31	$58,175
Total contributions received or receivable from participants	2012-12-31	$56,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$371
Other income received	2012-12-31	$6,050
Net income (gross income less expenses)	2012-12-31	$63,321
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$121,496
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$58,175
Total contributions received or receivable from employer(s)	2012-12-31	$1,142
2011 : ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$58,225
Expenses. Total of all expenses incurred	2011-12-31	$50
Total plan assets at end of year	2011-12-31	$58,175
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$55,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Other income received	2011-12-31	$17
Net income (gross income less expenses)	2011-12-31	$58,175
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$58,175
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$3,208

Form 5500 Responses for ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

2022: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ACCOLADE CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ACCOLADE CAPITAL MANAGEMENT LLC
Employer identification number (EIN):	522227070
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3162577

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANDREW SALEMBIER
001	2017-01-01	ANDREW SALEMBIER
001	2016-01-01	ANDREW SALEMBIER
001	2015-01-01	ANDREW SALEMBIER	ANDREW SALEMBIER	2016-05-31
001	2014-01-01	ANDREW SALEMBIER
001	2013-01-01	ANDREW SALEMBIER
001	2012-01-01	ANDREW SALEMBIER
001	2011-01-01	ANDREW SALEMBIER