Plan5500

Borrell Electric Co., Inc. 401(K) Plan — Form 5500 plan (Borrell Electric Co., 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, Borrell Electric Co., Inc. 401(K) Plan is a benefit plan reported by Borrell Electric Co., Inc. under EIN 59-3365401 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $10,567,164 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,567,164
Participants220Covered participants reported
Assets / participant$48KComputed: assets ÷ participants$48,033 (computed)
Provider compensation$42.1K4 Schedule C provider row(s)$42,069
Plan sponsor
Borrell Electric Co., Inc.
EIN
59-3365401
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    220 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$916.1K
Benefits paid / distributions$840.2K
Contributions
Employer$103.1K
Participant$517K
Full reported line items

Net assets

Total assets (EOY)
$10,567,164
Total liabilities (EOY)
$0
Net assets (EOY)
$10,567,164
Net assets (BOY)
$9,238,835

Income & contributions

Employer contributions
$103,091
Participant contributions
$517,029
Total contributions
$620,120
Total income / additions
$2,244,394

Expenses & distributions

Benefits paid
$840,162
Administrative expenses
$42,069
Total expenses
$916,065
Net increase / (decrease)
$1,328,329
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Onedigital Investment Advisors LLC$15.4K
    INVESTMENT ADVISOR · Direct $15.4K
  2. 2
    Rivero Gordimer & Company Pa$15K
    AUDITOR · Direct $15K
  3. 3
    Empower Annuity Insurance Company O$10.6K
    RECORDKEEPER · Direct $10.6K · Indirect $0
  4. 4
    Empower Advisory Group, LLC$1.1K
    INVESTMENT MGMT · Direct $1.1K

Related Form 5500 pages