2023 Form 5500 filing — Esler Companies 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 20240927060340NAL0001024883001) for Esler Companies 401(K) Plan, reported by Esler Companies, LLC under EIN 81-4653145 and plan number 002. It reports 1,758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927060340NAL0001024883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Esler Companies, LLC
- EIN
- 81-4653145
- Plan number
- 002
- Location
- Smithfield, RI
- Participants
- 1,758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,811,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,811,475
- Employer contributions
- $3,949,258
- Participant contributions
- $10,236,230
- Total income / additions
- $24,277,229
- Benefits paid
- $4,862,612
- Administrative expenses
- $250,841
- Total expenses
- $5,186,884
- Net increase / (decrease)
- $19,090,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $198,084 | $0 |
| Grimes & Company Inc | INVESTMENT ADVISOR | $77,923 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $42,700 | $10,000 |