Engelberth Construction, Inc. 401(K) Retirement Plan — Form 5500 plan (Engelberth Construction, Inc.)
Plain-English plan 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, Engelberth Construction, Inc. 401(K) Retirement Plan is a benefit plan reported by Engelberth Construction, Inc. under EIN 03-0228437 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $29,408,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engelberth Construction, Inc.
- EIN
- 03-0228437
- Plan number
- 001
- Plan type
- 2
- Location
- Colchester, VT
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $29,408,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241011085203NAL0021548449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,408,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,408,487
- Net assets (BOY)
- $28,507,847
Income & contributions
- Employer contributions
- $397,500
- Participant contributions
- $1,247,859
- Total contributions
- $1,679,969
- Total income / additions
- $5,503,173
Expenses & distributions
- Benefits paid
- $4,487,400
- Administrative expenses
- $115,133
- Total expenses
- $4,602,533
- Net increase / (decrease)
- $900,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,533 | $0 | 2023 |
| Raymond James & Associates, Inc | INVESTMENT ADVISORY | $0 | $57,616 | 2023 |
| Future Planning Associates, Inc | OTHER SERVICES | $0 | $12,012 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Engelberth Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Colchester, VT
- Principal Life Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Future Planning Associates, Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation