2023 Form 5500 filing — Efw Inc. Consolidated 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 20241015090415NAL0048588400001) for Efw Inc. Consolidated Retirement Plan, reported by Elbitamerica, Inc. under EIN 51-0345236 and plan number 001. It reports 932 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090415NAL0048588400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elbitamerica, Inc.
- EIN
- 51-0345236
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 932
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,565,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,565,418
- Employer contributions
- $1,159,384
- Total income / additions
- $22,456,130
- Benefits paid
- $9,882,626
- Administrative expenses
- $856,315
- Total expenses
- $10,738,941
- Net increase / (decrease)
- $11,717,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $60,210 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $37,606 | not reported in the loaded dataset |
| Whitley Penn Llp | NONE | $35,107 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $18,457 | $0 |
| Principal Trust Company | NONE | $7,799 | $0 |