2023 Form 5500 filing — Employers Resource 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 20241009194007NAL0009496627003) for Employers Resource 401(K) Plan, reported by Employers Resource under EIN 33-0688056 and plan number 002. It reports 777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009194007NAL0009496627003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Employers Resource
- EIN
- 33-0688056
- Plan number
- 002
- Location
- San Marcos, CA
- Participants
- 777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,977,422
- Net assets (EOY)
- $15,977,422
- Employer contributions
- $351,703
- Participant contributions
- $1,465,806
- Total income / additions
- $4,033,966
- Benefits paid
- $1,073,562
- Administrative expenses
- $143,120
- Total expenses
- $1,223,600
- Net increase / (decrease)
- $2,810,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $96,047 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISORY- PLAN | $28,573 | not reported in the loaded dataset |
| Farber Hass Hurley Llp | AUDIT | $18,500 | not reported in the loaded dataset |