2023 Form 5500 filing — Employee 401(K) Plan & Trust Of Dealers Electrical Supply Co.
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 20241114155950NAL0020512065001) for Employee 401(K) Plan & Trust Of Dealers Electrical Supply Co., reported by Dealers Electrical Supply Co. under EIN 74-1972120 and plan number 003. It reports 854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114155950NAL0020512065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dealers Electrical Supply Co.
- EIN
- 74-1972120
- Plan number
- 003
- Location
- Waco, TX
- Participants
- 854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,805,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,805,420
- Employer contributions
- $881,581
- Participant contributions
- $901,323
- Total income / additions
- $7,324,035
- Benefits paid
- $5,497,480
- Administrative expenses
- $94,993
- Total expenses
- $5,592,473
- Net increase / (decrease)
- $1,731,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disciplined Investors LLC | NONE | $56,881 | not reported in the loaded dataset |
| Pattillo, Brown & Hill, Llp | NONE | $35,262 | not reported in the loaded dataset |