Exchange Company 401(K) Plan — Form 5500 plan (Exchange Company)
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, Exchange Company 401(K) Plan is a benefit plan reported by Exchange Company under EIN 47-0635346 and plan number 333. The latest loaded filing year is 2023. The filing reports 208 participants and $15,086,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exchange Company
- EIN
- 47-0635346
- Plan number
- 333
- Plan type
- 2
- Location
- Kearney, NE
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $15,086,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240906143846NAL0001530465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,086,823
- Net assets (EOY)
- $15,086,823
- Net assets (BOY)
- $12,742,890
Income & contributions
- Employer contributions
- $396,552
- Participant contributions
- $765,479
- Total contributions
- $1,252,056
- Total income / additions
- $3,159,310
Expenses & distributions
- Benefits paid
- $742,785
- Administrative expenses
- $72,592
- Total expenses
- $815,377
- Net increase / (decrease)
- $2,343,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,691 | $0 | 2023 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $17,920 | 2023 |
| Cbiz Somerset | ACCOUNTANT | $10,600 | not reported in the loaded dataset | 2023 |
| Pinion, LLC | CONTRACT ADMINISTRATOR | $0 | $8,242 | 2023 |
| Wilshire Associates LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exchange Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Kearney, NE
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Cbiz Somerset — Schedule C compensation
- Pinion, LLC — Schedule C compensation
- Wilshire Associates LLC — Schedule C compensation