Exponent Technologies, Inc. 401(K) Savings Plan — Form 5500 plan (Exponent Technologies, 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, Exponent Technologies, Inc. 401(K) Savings Plan is a benefit plan reported by Exponent Technologies, Inc. under EIN 95-3328475 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $22,746,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exponent Technologies, Inc.
- EIN
- 95-3328475
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $22,746,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241001073254NAL0003118371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,746,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,746,471
- Net assets (BOY)
- $18,392,202
Income & contributions
- Employer contributions
- $492,625
- Participant contributions
- $1,279,354
- Total contributions
- $1,909,210
- Total income / additions
- $5,331,844
Expenses & distributions
- Benefits paid
- $900,098
- Administrative expenses
- $77,477
- Total expenses
- $977,575
- Net increase / (decrease)
- $4,354,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,477 | $0 | 2023 |
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $58,664 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exponent Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Principal Life Insurance Company — Schedule C compensation
- 401(K) Advisors Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation