2023 Form 5500 filing — Eki Environment & Water, Inc. 401(K) 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 20240916162745NAL0004052978001) for Eki Environment & Water, Inc. 401(K) Plan, reported by Eki Environment & Water, Inc. under EIN 94-3087395 and plan number 401. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240916162745NAL0004052978001
Filing year
2023
Form type
2
Plan sponsor
Eki Environment & Water, Inc.
EIN
94-3087395
Plan number
401
Location
Daly City, CA
Participants
128
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,882,620
Total liabilities (EOY)
$0
Net assets (EOY)
$26,882,620
Employer contributions
$420,000
Participant contributions
$1,630,759
Total income / additions
$6,857,472
Benefits paid
$291,853
Administrative expenses
$46,104
Total expenses
$337,957
Net increase / (decrease)
$6,519,515
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cambridge Investment Research IncINVESTMENT ADVISOR$24,000not reported in the loaded dataset
California Retirement Plans IncCONTRACT ADMINISTRATOR$13,060not reported in the loaded dataset
Capital Group Retirement Plan ServiRECORDKEEPER$10,244$0

Related Form 5500 pages