2023 Form 5500 filing — Et Works Retirement 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 20241011141210NAL0012577363001) for Et Works Retirement Plan, reported by Et Works, Inc. Equipment Technologies under EIN 20-3319298 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141210NAL0012577363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Et Works, Inc. Equipment Technologies
- EIN
- 20-3319298
- Plan number
- 001
- Location
- Mooresville, IN
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,146,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,748
- Employer contributions
- $372,187
- Participant contributions
- $681,435
- Total income / additions
- $2,393,355
- Benefits paid
- $514,144
- Administrative expenses
- $60,407
- Total expenses
- $589,753
- Net increase / (decrease)
- $1,803,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,392 | $0 |
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISER | $0 | $24,236 |
| The Howard E Nyhart Co Inc | OTHER | $1,600 | not reported in the loaded dataset |