2023 Form 5500 filing — Engineered Air Balance Co., 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 20240927145748NAL0002270481001) for Engineered Air Balance Co., Inc. 401(K) Profit Sharing Plan, reported by Engineered Air Balance Co., Inc. under EIN 75-0955026 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927145748NAL0002270481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engineered Air Balance Co., Inc.
- EIN
- 75-0955026
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,833,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,833,929
- Employer contributions
- $1,005,360
- Participant contributions
- $1,197,405
- Total income / additions
- $6,807,939
- Benefits paid
- $3,425,171
- Administrative expenses
- $98,664
- Total expenses
- $3,525,760
- Net increase / (decrease)
- $3,282,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $43,750 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,536 | $0 |
| The Lampo Group LLC Dba Smartdollar | OTHER | $10,709 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,270 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |