2023 Form 5500 filing — Escal Institute 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 20240930123721NAL0005537393001) for Escal Institute 401(K )Plan, reported by Escal Institute Of Advanced Technologies, Inc. under EIN 52-1935637 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930123721NAL0005537393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Escal Institute Of Advanced Technologies, Inc.
- EIN
- 52-1935637
- Plan number
- 001
- Location
- North Bethesda, MD
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,496,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,496,528
- Employer contributions
- $2,224,625
- Participant contributions
- $5,601,225
- Total income / additions
- $18,522,546
- Benefits paid
- $3,062,357
- Administrative expenses
- $66,674
- Total expenses
- $3,129,031
- Net increase / (decrease)
- $15,393,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $54,030 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,815 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$171 | $0 |