Collins Electrical Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Collins Electrical Company, 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, Collins Electrical Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Collins Electrical Company, Inc. under EIN 94-1134154 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $33,527,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collins Electrical Company, Inc.
- EIN
- 94-1134154
- Plan number
- 002
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $33,527,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20240924125141NAL0012791249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,527,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,527,554
- Net assets (BOY)
- $28,549,767
Income & contributions
- Employer contributions
- $1,219,197
- Participant contributions
- $1,528,003
- Total contributions
- $2,812,133
- Total income / additions
- $8,079,298
Expenses & distributions
- Benefits paid
- $3,050,377
- Administrative expenses
- $51,134
- Total expenses
- $3,101,511
- Net increase / (decrease)
- $4,977,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $44,960 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $4,293 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,881 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Collins Electrical Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation