2023 Form 5500 filing — Emcor Securities, 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 20240913143845NAL0010044081001) for Emcor Securities, Inc. 401(K) Plan, reported by Emcor Securities, Inc. under EIN 13-3419711 and plan number 003. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,091,770
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913143845NAL0010044081001
Plan sponsor
Emcor Securities, Inc.
EIN
13-3419711
Plan number
003
Location
West Dover, VT
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$459.4K
Total expenses$22.1K
Benefits paid / distributions$0
Contributions
Employer$1.5K
Participant$64.5K
Full reported line items
Total assets (EOY)
$10,091,770
Total liabilities (EOY)
$0
Net assets (EOY)
$10,091,770
Employer contributions
$1,500
Participant contributions
$64,500
Total income / additions
$459,414
Benefits paid
$0
Administrative expenses
$22,098
Total expenses
$22,098
Net increase / (decrease)
$437,316

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913143845NAL0010044081001 cover?
It is the 2023 Form 5500 filing for Emcor Securities, Inc. 401(K) Plan, reported by Emcor Securities, Inc. (EIN 13-3419711).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages