Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Erickson-Hall Construction 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, Erickson-Hall Construction Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Erickson-Hall Construction Company under EIN 91-1903631 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $29,006,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erickson-Hall Construction Company
- EIN
- 91-1903631
- Plan number
- 002
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $29,006,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241009175009NAL0037868018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,006,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,006,086
- Net assets (BOY)
- $25,451,775
Income & contributions
- Employer contributions
- $1,159,675
- Participant contributions
- $1,688,926
- Total contributions
- $2,868,505
- Total income / additions
- $6,988,769
Expenses & distributions
- Benefits paid
- $3,318,162
- Administrative expenses
- $116,296
- Total expenses
- $3,434,458
- Net increase / (decrease)
- $3,554,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $65,601 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $36,814 | $0 | 2023 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $10,965 | not reported in the loaded dataset | 2023 |
| Roorda Piquet & Bessee Inc | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erickson-Hall Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Escondido, CA
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Prime Retirement Solutions LLC — Schedule C compensation
- Roorda Piquet & Bessee Inc — Schedule C compensation