2023 Form 5500 filing — Employer Services Corporation'S 401(K) 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 20241015104223NAL0029288273001) for Employer Services Corporation'S 401(K) Retirement Plan, reported by Employer Services Corporation under EIN 16-1479373 and plan number 003. It reports 3,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104223NAL0029288273001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Employer Services Corporation
- EIN
- 16-1479373
- Plan number
- 003
- Location
- Amherst, NY
- Participants
- 3,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,538,213
- Total liabilities (EOY)
- $292,979
- Net assets (EOY)
- $133,245,234
- Employer contributions
- $3,387,335
- Participant contributions
- $9,500,456
- Total income / additions
- $37,030,747
- Benefits paid
- $12,316,962
- Administrative expenses
- $566,016
- Total expenses
- $13,156,808
- Net increase / (decrease)
- $23,873,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $535,768 | $0 |
| Dopkins Wealth Management | OTHER | $201,300 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | OTHER | $147,236 | not reported in the loaded dataset |