Employers Resource 401(K) Plan — Form 5500 plan (Employers Resource)
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, Employers Resource 401(K) Plan is a benefit plan reported by Employers Resource under EIN 33-0688056 and plan number 002. The latest loaded filing year is 2023. The filing reports 777 participants and $15,977,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employers Resource
- EIN
- 33-0688056
- Plan number
- 002
- Plan type
- 3
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $15,977,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241009194007NAL0009496627003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,977,422
- Net assets (EOY)
- $15,977,422
- Net assets (BOY)
- $13,167,056
Income & contributions
- Employer contributions
- $351,703
- Participant contributions
- $1,465,806
- Total contributions
- $1,871,138
- Total income / additions
- $4,033,966
Expenses & distributions
- Benefits paid
- $1,073,562
- Administrative expenses
- $143,120
- Total expenses
- $1,223,600
- Net increase / (decrease)
- $2,810,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $96,047 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISORY- PLAN | $28,573 | not reported in the loaded dataset | 2023 |
| Farber Hass Hurley Llp | AUDIT | $18,500 | not reported in the loaded dataset | 2023 |