2023 Form 5500 filing — Electrical Source Holdings, LLC 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 20250408170730NAL0034890354001) for Electrical Source Holdings, LLC 401(K) Retirement Plan, reported by Electrical Source Holdings, LLC under EIN 30-0852964 and plan number 001. It reports 852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250408170730NAL0034890354001
Filing year
2023
Form type
3
Plan sponsor
Electrical Source Holdings, LLC
EIN
30-0852964
Plan number
001
Location
Burbank, CA
Participants
852
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$2,220,279
Participant contributions
$3,966,365
Total income / additions
$12,832,932
Benefits paid
$2,273,696
Administrative expenses
$162,034
Total expenses
$2,435,730
Net increase / (decrease)
$10,397,202
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mesirow FinancialADVISOR$65,186not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$58,179$0
Baker Tilly Us, LlpACCOUNTANT$21,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$17,670not reported in the loaded dataset

Related Form 5500 pages