2023 Form 5500 filing — Effingham Equity Savings Plan & Trust
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 20240823121400NAL0003164867001) for Effingham Equity Savings Plan & Trust, reported by Effingham Equity under EIN 37-0259470 and plan number 001. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823121400NAL0003164867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Effingham Equity
- EIN
- 37-0259470
- Plan number
- 001
- Location
- Effingham, IL
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,267,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,267,248
- Employer contributions
- $2,370,021
- Participant contributions
- $3,000,691
- Total income / additions
- $18,712,872
- Benefits paid
- $4,509,789
- Administrative expenses
- $35,564
- Total expenses
- $4,545,353
- Net increase / (decrease)
- $14,167,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $31,770 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,794 | $0 |