Engine & Transmission Exchange, Inc 401(K) Plan And Trust — Form 5500 plan (Engine & Transmission Exchange, 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, Engine & Transmission Exchange, Inc 401(K) Plan And Trust is a benefit plan reported by Engine & Transmission Exchange, Inc. under EIN 39-1571264 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $6,148,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Engine & Transmission Exchange, Inc.
EIN
39-1571264
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
571
End-of-year plan assets
$6,148,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20241014100555NAL0026982737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,148,322
Total liabilities (EOY)
$34,581
Net assets (EOY)
$6,113,741
Net assets (BOY)
$4,524,912

Income & contributions

Employer contributions
$42,228
Participant contributions
$759,144
Total contributions
$839,099
Total income / additions
$1,713,907

Expenses & distributions

Benefits paid
$81,377
Administrative expenses
$9,120
Total expenses
$125,078
Net increase / (decrease)
$1,588,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSERVICE PROVIDER$0$26,4012023
Voya Retirement Ins & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages