2023 Form 5500 filing — Exchange Company 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 20240906143846NAL0001530465001) for Exchange Company 401(K) Plan, reported by Exchange Company under EIN 47-0635346 and plan number 333. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906143846NAL0001530465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exchange Company
- EIN
- 47-0635346
- Plan number
- 333
- Location
- Kearney, NE
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,086,823
- Net assets (EOY)
- $15,086,823
- Employer contributions
- $396,552
- Participant contributions
- $765,479
- Total income / additions
- $3,159,310
- Benefits paid
- $742,785
- Administrative expenses
- $72,592
- Total expenses
- $815,377
- Net increase / (decrease)
- $2,343,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,691 | $0 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $17,920 |
| Cbiz Somerset | ACCOUNTANT | $10,600 | not reported in the loaded dataset |
| Pinion, LLC | CONTRACT ADMINISTRATOR | $0 | $8,242 |
| Wilshire Associates LLC | INVESTMENT ADVISORY | $0 | $0 |