2023 Form 5500 filing — Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing 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 20240926082419NAL0000239171001) for Environmental Systems Research Institute, Inc. 401(K) Investment And Profit Sharing Plan, reported by Environmental Systems Research Institute, Inc. under EIN 95-2775732 and plan number 001. It reports 6,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926082419NAL0000239171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Environmental Systems Research Institute, Inc.
- EIN
- 95-2775732
- Plan number
- 001
- Location
- Redlands, CA
- Participants
- 6,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,860,508,622
- Total liabilities (EOY)
- $36,076
- Net assets (EOY)
- $1,860,472,546
- Employer contributions
- $44,305,352
- Participant contributions
- $64,102,469
- Total income / additions
- $408,035,577
- Benefits paid
- $68,076,517
- Administrative expenses
- $988,342
- Total expenses
- $69,079,834
- Net increase / (decrease)
- $338,955,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $276,918 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $237,156 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | CONSULTANT | $147,460 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $33,600 | not reported in the loaded dataset |