Equipmentshare'S Retirement Savings Plan — Form 5500 plan (Equipmentshare.Com, 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, Equipmentshare'S Retirement Savings Plan is a benefit plan reported by Equipmentshare.Com, Inc. under EIN 47-2405753 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,587 participants and $51,215,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equipmentshare.Com, Inc.
EIN
47-2405753
Plan number
001
Plan type
2
Location
Columbia, MO
Latest filing year
2023
Participants
3,587
End-of-year plan assets
$51,215,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,587H, C20241014110549NAL0045729968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,215,382
Total liabilities (EOY)
$0
Net assets (EOY)
$51,215,382
Net assets (BOY)
$26,945,604

Income & contributions

Employer contributions
$3,873,049
Participant contributions
$11,839,210
Total contributions
$22,008,291
Total income / additions
$28,704,268

Expenses & distributions

Benefits paid
$4,288,550
Administrative expenses
$145,940
Total expenses
$4,434,490
Net increase / (decrease)
$24,269,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$102,161$02023
Ubs Financial Services IncINVESTMENT ADVISORY$43,779$3252023

Related Form 5500 pages