2023 Form 5500 filing — The Erie County Investment Co. 401(K) Profit Sharing 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 20240711153627NAL0016471233001) for The Erie County Investment Co. 401(K) Profit Sharing Plan, reported by The Erie County Investment Co. under EIN 34-4227790 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$7,042,760
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711153627NAL0016471233001
Plan sponsor
The Erie County Investment Co.
EIN
34-4227790
Plan number
002
Location
Golden, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$164.6K
Benefits paid / distributions$163K
Contributions
Employer$83.9K
Participant$154.1K
Full reported line items
Total assets (EOY)
$7,042,760
Total liabilities (EOY)
$0
Net assets (EOY)
$7,042,760
Employer contributions
$83,912
Participant contributions
$154,104
Total income / additions
$1,228,638
Benefits paid
$162,963
Administrative expenses
$1,682
Total expenses
$164,645
Net increase / (decrease)
$1,063,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711153627NAL0016471233001 cover?
It is the 2023 Form 5500 filing for The Erie County Investment Co. 401(K) Profit Sharing Plan, reported by The Erie County Investment Co. (EIN 34-4227790).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages