2023 Form 5500 filing — Ekstra 401(K) Plan Fbo Jesse Engineering Company
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 20241001085924NAL0006832977001) for Ekstra 401(K) Plan Fbo Jesse Engineering Company, reported by Fiduciary Wise, LLC Fbo Jesse Engineering Company under EIN 91-0978113 and plan number 300. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001085924NAL0006832977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise, LLC Fbo Jesse Engineering Company
- EIN
- 91-0978113
- Plan number
- 300
- Location
- Gilbert, AZ
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,885,984
- Total liabilities (EOY)
- $62
- Net assets (EOY)
- $13,885,922
- Employer contributions
- $244,902
- Participant contributions
- $374,557
- Total income / additions
- $2,095,713
- Benefits paid
- $1,743,057
- Administrative expenses
- $96,568
- Total expenses
- $1,839,625
- Net increase / (decrease)
- $256,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Financial | CUSTODIAN | $36,996 | not reported in the loaded dataset |
| Ekstra LLC | ADVISOR | $27,327 | not reported in the loaded dataset |
| Dp And C | ACCOUNTING | $25,250 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | FIDUCIARY | $13,694 | not reported in the loaded dataset |
| Hunnex And Shoemaker, Inc. | TPA | $8,051 | not reported in the loaded dataset |
| Ifam Capital | ADVISOR | $5,140 | not reported in the loaded dataset |