2023 Form 5500 filing — Team Ejp 401(K) 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 20240828134730NAL0011889505003) for Team Ejp 401(K) Retirement Savings Plan, reported by Everett J. Prescott, Inc. under EIN 01-0247432 and plan number 002. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828134730NAL0011889505003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everett J. Prescott, Inc.
- EIN
- 01-0247432
- Plan number
- 002
- Location
- Gardiner, ME
- Participants
- 391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,283,327
- Net assets (EOY)
- $26,283,327
- Employer contributions
- $560,922
- Participant contributions
- $2,540,185
- Total income / additions
- $7,650,030
- Benefits paid
- $2,404,475
- Administrative expenses
- $91,654
- Total expenses
- $2,496,129
- Net increase / (decrease)
- $5,153,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | REGISTERED INVESTMENT ADV | $35,646 | $0 |
| Merrill Lynch - Fas | REGISTERED IN VESTMENT AD | $23,764 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPING AND INFORMA | $2,093 | $0 |