2023 Form 5500 filing — Engle-Hambright & Davies, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723153136NAL0012047537001) for Engle-Hambright & Davies, Inc. 401(K) Retirement Plan, reported by Engle-Hambright & Davies, Inc. under EIN 23-0558310 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723153136NAL0012047537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engle-Hambright & Davies, Inc.
- EIN
- 23-0558310
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,053,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,053,197
- Employer contributions
- $179,646
- Participant contributions
- $1,012,278
- Total income / additions
- $4,320,203
- Benefits paid
- $260,412
- Administrative expenses
- $40,725
- Total expenses
- $301,137
- Net increase / (decrease)
- $4,019,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,338 | $0 |
| Rkl, Llp | AUDITOR | $12,387 | not reported in the loaded dataset |