2023 Form 5500 filing — Erland Construction, 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 20240722162810NAL0023454754001) for Erland Construction, Inc. 401(K) Plan, reported by Erland Construction, Inc. under EIN 04-2606179 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722162810NAL0023454754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erland Construction, Inc.
- EIN
- 04-2606179
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,946,844
- Net assets (EOY)
- $29,946,844
- Employer contributions
- $110,982
- Participant contributions
- $1,031,147
- Total income / additions
- $8,142,733
- Benefits paid
- $5,156,495
- Administrative expenses
- $81,779
- Total expenses
- $5,238,274
- Net increase / (decrease)
- $2,904,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISOR | $60,815 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $45,607 | not reported in the loaded dataset |
| The Pension Service, Inc. | CONTRACT ADMIN | $9,601 | $10,000 |
| The Pension Service, Inc. | CONTRACT ADMIN | $8,582 | $8,333 |
| Caron & Bletzer, Pllc | AUDITOR | $10,400 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $9,800 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |