2023 Form 5500 filing — Est, Inc. 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 20241113095502NAL0009915763001) for Est, Inc. 401(K) Plan, reported by Est, Inc. under EIN 73-1590835 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113095502NAL0009915763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Est, Inc.
- EIN
- 73-1590835
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,695,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,695,110
- Employer contributions
- $353,984
- Participant contributions
- $1,332,152
- Total income / additions
- $3,617,112
- Benefits paid
- $962,912
- Administrative expenses
- $84,688
- Total expenses
- $1,080,814
- Net increase / (decrease)
- $2,536,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Securities LLC | ADVISOR | $44,867 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $35,440 | $0 |
| Jp Morgan Securities LLC | ADVISOR | $11,989 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,630 | $0 |