2023 Form 5500 filing — Erg Employee 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 20241014153333NAL0015219283001) for Erg Employee 401(K) Plan, reported by Erg Holding Company, LLC under EIN 46-5178087 and plan number 001. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153333NAL0015219283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erg Holding Company, LLC
- EIN
- 46-5178087
- Plan number
- 001
- Location
- New Providence, NJ
- Participants
- 672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,054,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,054,619
- Employer contributions
- $1,397,946
- Participant contributions
- $2,533,112
- Total income / additions
- $7,390,629
- Benefits paid
- $1,589,442
- Administrative expenses
- $80,588
- Total expenses
- $1,670,030
- Net increase / (decrease)
- $5,720,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,732 | $0 |
| Mariner LLC | ADVISOR | $7,828 | not reported in the loaded dataset |
| Atcap Partners LLC | ADVISOR | $5,930 | not reported in the loaded dataset |