2023 Form 5500 filing — Empire Retirement Savings 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 20240729145807NAL0011152579001) for Empire Retirement Savings Plan, reported by Empire Southwest LLC under EIN 86-0894087 and plan number 002. It reports 2,955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729145807NAL0011152579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empire Southwest LLC
- EIN
- 86-0894087
- Plan number
- 002
- Location
- Mesa, AZ
- Participants
- 2,955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $416,779,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $416,779,340
- Employer contributions
- $8,308,157
- Participant contributions
- $24,649,099
- Total income / additions
- $89,165,386
- Benefits paid
- $14,375,404
- Administrative expenses
- $362,568
- Total expenses
- $14,737,972
- Net increase / (decrease)
- $74,427,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $275,918 | not reported in the loaded dataset |
| Wealthplan Advisors | NONE | $75,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $11,650 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |