2023 Form 5500 filing — Collins Electrical Company, Inc. 401(K) Profit Sharing 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 20240924125141NAL0012791249001) for Collins Electrical Company, Inc. 401(K) Profit Sharing Plan, reported by Collins Electrical Company, Inc. under EIN 94-1134154 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924125141NAL0012791249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collins Electrical Company, Inc.
- EIN
- 94-1134154
- Plan number
- 002
- Location
- Stockton, CA
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,527,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,527,554
- Employer contributions
- $1,219,197
- Participant contributions
- $1,528,003
- Total income / additions
- $8,079,298
- Benefits paid
- $3,050,377
- Administrative expenses
- $51,134
- Total expenses
- $3,101,511
- Net increase / (decrease)
- $4,977,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $44,960 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $4,293 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,881 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |