2023 Form 5500 filing — Esquire Deposition Solutions, LLC 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 20240814085459NAL0019662848001) for Esquire Deposition Solutions, LLC 401(K) Plan, reported by Esquire Deposition Solutions, LLC under EIN 45-3463120 and plan number 001. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20MReported net assets$19,974,897

Participants721

Provider compensation$156.4K5 Schedule C row(s)$156,432

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240814085459NAL0019662848001
Plan sponsor: Esquire Deposition Solutions, LLC
EIN: 45-3463120
Plan number: 001
Location: Atlanta, GA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$20M total assets

Net assets$20MLiabilities$0

Money in vs. money out

Total income / additions$7M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$467.8K

Participant$2.7M

Full reported line items

Total assets (EOY): $19,974,897
Total liabilities (EOY): $0
Net assets (EOY): $19,974,897
Employer contributions: $467,841
Participant contributions: $2,697,500
Total income / additions: $6,956,156
Benefits paid: $1,161,666
Administrative expenses: $102,234
Total expenses: $1,264,841
Net increase / (decrease): $5,691,315

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$102.2K
CONTRACT ADMINISTRATOR · Direct $102.2K · Indirect $0
2
Wells Fargo Clearing Ser$47K
INVESTMENT ADVISORY · Direct $0 · Indirect $47K
3
Ascensus$7.2K
OTHER SERVICES · Direct $0 · Indirect $7.2K
4
Morningstar Investment Management$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
5
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814085459NAL0019662848001 cover?: It is the 2023 Form 5500 filing for Esquire Deposition Solutions, LLC 401(K) Plan, reported by Esquire Deposition Solutions, LLC (EIN 45-3463120).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).