Eki Environment & Water, Inc. 401(K) Plan — Form 5500 plan (Eki Environment & Water, 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, Eki Environment & Water, Inc. 401(K) Plan is a benefit plan reported by Eki Environment & Water, Inc. under EIN 94-3087395 and plan number 401. The latest loaded filing year is 2023. The filing reports 128 participants and $26,882,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eki Environment & Water, Inc.
EIN
94-3087395
Plan number
401
Plan type
2
Location
Daly City, CA
Latest filing year
2023
Participants
128
End-of-year plan assets
$26,882,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240916162745NAL0004052978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,882,620
Total liabilities (EOY)
$0
Net assets (EOY)
$26,882,620
Net assets (BOY)
$20,363,105

Income & contributions

Employer contributions
$420,000
Participant contributions
$1,630,759
Total contributions
$2,172,575
Total income / additions
$6,857,472

Expenses & distributions

Benefits paid
$291,853
Administrative expenses
$46,104
Total expenses
$337,957
Net increase / (decrease)
$6,519,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment Research IncINVESTMENT ADVISOR$24,000not reported in the loaded dataset2023
California Retirement Plans IncCONTRACT ADMINISTRATOR$13,060not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$10,244$02023

Related Form 5500 pages