2023 Form 5500 filing — Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust
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 20241009175009NAL0037868018001) for Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust, reported by Erickson-Hall Construction Company under EIN 91-1903631 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175009NAL0037868018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erickson-Hall Construction Company
- EIN
- 91-1903631
- Plan number
- 002
- Location
- Escondido, CA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,006,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,006,086
- Employer contributions
- $1,159,675
- Participant contributions
- $1,688,926
- Total income / additions
- $6,988,769
- Benefits paid
- $3,318,162
- Administrative expenses
- $116,296
- Total expenses
- $3,434,458
- Net increase / (decrease)
- $3,554,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $65,601 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $36,814 | $0 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $10,965 | not reported in the loaded dataset |
| Roorda Piquet & Bessee Inc | AUDITOR | $10,000 | not reported in the loaded dataset |