2023 Form 5500 filing — Equipment Depot Defined Contribution 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 20241011071226NAL0043496658001) for Equipment Depot Defined Contribution Plan, reported by Equipment Depot, Inc. under EIN 11-3768341 and plan number 001. It reports 2,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011071226NAL0043496658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equipment Depot, Inc.
- EIN
- 11-3768341
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 2,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,221,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,221,091
- Employer contributions
- $3,764,723
- Participant contributions
- $10,763,084
- Total income / additions
- $37,485,381
- Benefits paid
- $20,058,105
- Administrative expenses
- $291,292
- Total expenses
- $20,349,397
- Net increase / (decrease)
- $17,135,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $236,604 | $0 |
| Mercer | INVESTMENT ADVISORY | $32,945 | not reported in the loaded dataset |
| Mcconnell & Jones | ACCOUNTANT | $21,743 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |