2023 Form 5500 filing — Engine & Transmission Exchange, Inc 401(K) 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 20241014100555NAL0026982737001) for Engine & Transmission Exchange, Inc 401(K) Plan And Trust, reported by Engine & Transmission Exchange, Inc. under EIN 39-1571264 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100555NAL0026982737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engine & Transmission Exchange, Inc.
- EIN
- 39-1571264
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,148,322
- Total liabilities (EOY)
- $34,581
- Net assets (EOY)
- $6,113,741
- Employer contributions
- $42,228
- Participant contributions
- $759,144
- Total income / additions
- $1,713,907
- Benefits paid
- $81,377
- Administrative expenses
- $9,120
- Total expenses
- $125,078
- Net increase / (decrease)
- $1,588,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $26,401 |
| Voya Retirement Ins & Annuity | SERVICE PROVIDER | $0 | $0 |