Esler Companies 401(K) Plan — Form 5500 plan (Esler Companies, LLC)
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, Esler Companies 401(K) Plan is a benefit plan reported by Esler Companies, LLC under EIN 81-4653145 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,758 participants and $64,811,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Esler Companies, LLC
- EIN
- 81-4653145
- Plan number
- 002
- Plan type
- 2
- Location
- Smithfield, RI
- Latest filing year
- 2023
- Participants
- 1,758
- End-of-year plan assets
- $64,811,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,758 | H, C | 20240927060340NAL0001024883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,811,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,811,475
- Net assets (BOY)
- $45,721,130
Income & contributions
- Employer contributions
- $3,949,258
- Participant contributions
- $10,236,230
- Total contributions
- $15,006,941
- Total income / additions
- $24,277,229
Expenses & distributions
- Benefits paid
- $4,862,612
- Administrative expenses
- $250,841
- Total expenses
- $5,186,884
- Net increase / (decrease)
- $19,090,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $198,084 | $0 | 2023 |
| Grimes & Company Inc | INVESTMENT ADVISOR | $77,923 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $42,700 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Esler Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Smithfield, RI
- Empower Annuity Insurance Company O — Schedule C compensation
- Grimes & Company Inc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation