Plan5500

2023 Form 5500 filing — C & I Engineering, Inc. Salary Savings 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 20241011104531NAL0021695201001) for C & I Engineering, Inc. Salary Savings Plan, reported by Chemical & Industrial Engineering, Inc. under EIN 61-1034946 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011104531NAL0021695201001
Filing year
2023
Form type
2
Plan sponsor
Chemical & Industrial Engineering, Inc.
EIN
61-1034946
Plan number
001
Location
Louisville, KY
Participants
250
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,691,591
Total liabilities (EOY)
$0
Net assets (EOY)
$42,691,591
Employer contributions
$717,529
Participant contributions
$2,222,392
Total income / additions
$9,781,082
Benefits paid
$3,601,123
Administrative expenses
$107,976
Total expenses
$3,709,099
Net increase / (decrease)
$6,071,983
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
William S Wetterer & Co Psc Dba WetAUDITOR$77,125not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$24,515$0
Empower Advisory Group, LLCINVESTMENT MGMT$4,738not reported in the loaded dataset
Gwfs Equities IncOTHER$255not reported in the loaded dataset
Gwfs Equities IncOTHER$20not reported in the loaded dataset
Gwfs Equities IncOTHER$0$0
Retirement Planology IncINVESTMENT ADVISOR$0not reported in the loaded dataset

Related Form 5500 pages