Plan5500

Circuit Electric 401(K) Plan — Form 5500 plan (Circuit Electric, 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, Circuit Electric 401(K) Plan is a benefit plan reported by Circuit Electric, Inc. under EIN 38-2219963 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $4,778,064 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Circuit Electric, Inc.
EIN
38-2219963
Plan number
002
Plan type
2
Location
Byron Center, MI
Latest filing year
2023
Participants
137
End-of-year plan assets
$4,778,064

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240917135035NAL0004133280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,778,064
Total liabilities (EOY)
$0
Net assets (EOY)
$4,778,064
Net assets (BOY)
$3,750,682

Income & contributions

Employer contributions
$171,959
Participant contributions
$303,615
Total contributions
$640,998
Total income / additions
$1,266,150

Expenses & distributions

Benefits paid
$211,990
Administrative expenses
$26,778
Total expenses
$238,768
Net increase / (decrease)
$1,027,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCINVESTMENT ADVISORY$16,025not reported in the loaded dataset2023
NationwideRECORDKEEPER$9,629$4,3612023
Kdp Retirement Plan Services, Inc3RD PARTY ADMINISTRATOR$1,125not reported in the loaded dataset2023

Related Form 5500 pages