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ACCRISOFT CORPORATION — ACCRISOFT CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230524082207NAL0007046147001
ACCRISOFT CORPORATION
Form 5500-SF
FILING_RECEIVED
ACCRISOFT CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
30
Accounts w/ balance
20
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ACCRISOFT CORPORATION
.
Find decision makers
Plan sponsor
Name
ACCRISOFT CORPORATION
EIN
65-1079093
Address
1026 JAY STREET · SUITE B-44 · CHARLOTTE, NC · 28208
Phone
(704) 544-3330
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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