2023 Form 5500 filing — Engineering And Inspection Services, LLC 401(K) Profit Sharing 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 20241107104413NAL0005946195001) for Engineering And Inspection Services, LLC 401(K) Profit Sharing Plan, reported by Engineering And Inspection Services, LLC under EIN 72-1489005 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241107104413NAL0005946195001
Filing year
2023
Form type
2
Plan sponsor
Engineering And Inspection Services, LLC
EIN
72-1489005
Plan number
001
Location
Metairie, LA
Participants
191
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,632,741
Total liabilities (EOY)
$22,522
Net assets (EOY)
$10,610,219
Employer contributions
$406,318
Participant contributions
$1,150,861
Total income / additions
$3,407,993
Benefits paid
$1,705,322
Administrative expenses
$38,209
Total expenses
$1,743,531
Net increase / (decrease)
$1,664,462
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideRECORDKEEPER$30,231$1,520
Raymond James Financial ServicesBROKER$29,948not reported in the loaded dataset
Retirement Strategies Group, LLCTPA$9,777not reported in the loaded dataset

Related Form 5500 pages