2023 Form 5500 filing — Employee 401(K) 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 20240910164922NAL0005940113001) for Employee 401(K) Savings Plan, reported by Consolidated Electrical Distributors under EIN 77-0559191 and plan number 003. It reports 14,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910164922NAL0005940113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Electrical Distributors
- EIN
- 77-0559191
- Plan number
- 003
- Location
- Irving, TX
- Participants
- 14,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $961,087,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $961,087,538
- Employer contributions
- $51,417,570
- Participant contributions
- $79,212,352
- Total income / additions
- $308,605,860
- Benefits paid
- $62,467,447
- Administrative expenses
- $886,412
- Total expenses
- $63,391,522
- Net increase / (decrease)
- $245,214,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $529,115 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $247,684 | not reported in the loaded dataset |
| Visionpoint Advisory Group | ADVISOR | $95,000 | not reported in the loaded dataset |
| Groom Law Groop, Chartered | ATTORNEY/LEGAL | $14,613 | not reported in the loaded dataset |