2023 Form 5500 filing — North State Electrical Contractors, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709142153NAL0013750753001) for North State Electrical Contractors, Inc. 401(K) Plan, reported by North State Electrical Contractors, Inc. under EIN 20-8066743 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709142153NAL0013750753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North State Electrical Contractors, Inc.
- EIN
- 20-8066743
- Plan number
- 001
- Location
- Rancho Cordova, CA
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,036,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,036,223
- Employer contributions
- $569,669
- Participant contributions
- $481,568
- Total income / additions
- $1,767,467
- Benefits paid
- $440,451
- Administrative expenses
- $46,058
- Total expenses
- $486,509
- Net increase / (decrease)
- $1,280,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allworth Financial, Lp | ADVISOR | $23,953 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $19,691 | $0 |