Extraco Corporation Retirement Plan — Form 5500 plan (Extraco Corporation)
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, Extraco Corporation Retirement Plan is a benefit plan reported by Extraco Corporation under EIN 74-2137239 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $54,546,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Extraco Corporation
- EIN
- 74-2137239
- Plan number
- 002
- Plan type
- 2
- Location
- Temple, TX
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $54,546,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20240726101731NAL0032629714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,546,954
- Total liabilities (EOY)
- $11,695
- Net assets (EOY)
- $54,535,259
- Net assets (BOY)
- $46,571,797
Income & contributions
- Employer contributions
- $909,230
- Participant contributions
- $1,757,725
- Total contributions
- $2,728,646
- Total income / additions
- $9,757,800
Expenses & distributions
- Benefits paid
- $1,694,397
- Administrative expenses
- $99,941
- Total expenses
- $1,794,338
- Net increase / (decrease)
- $7,963,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | THIRD PARTY ADMINISTRATO | $39,944 | not reported in the loaded dataset | 2023 |
| Extraco Wealth & Trust | INVESTMENT ADVISORY | $25,395 | not reported in the loaded dataset | 2023 |