2023 Form 5500 filing — Extraco Corporation Retirement 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 20240726101731NAL0032629714001) for Extraco Corporation Retirement Plan, reported by Extraco Corporation under EIN 74-2137239 and plan number 002. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726101731NAL0032629714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Extraco Corporation
- EIN
- 74-2137239
- Plan number
- 002
- Location
- Temple, TX
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,546,954
- Total liabilities (EOY)
- $11,695
- Net assets (EOY)
- $54,535,259
- Employer contributions
- $909,230
- Participant contributions
- $1,757,725
- Total income / additions
- $9,757,800
- Benefits paid
- $1,694,397
- Administrative expenses
- $99,941
- Total expenses
- $1,794,338
- Net increase / (decrease)
- $7,963,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | THIRD PARTY ADMINISTRATO | $39,944 | not reported in the loaded dataset |
| Extraco Wealth & Trust | INVESTMENT ADVISORY | $25,395 | not reported in the loaded dataset |