2023 Form 5500 filing — Esgw 401(K) Retirement 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 20240930142416NAL0002680387001) for Esgw 401(K) Retirement Plan, reported by Easter Seals Goodwill Northern Rocky Mountain, Inc. under EIN 81-0232125 and plan number 001. It reports 1,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142416NAL0002680387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Goodwill Northern Rocky Mountain, Inc.
- EIN
- 81-0232125
- Plan number
- 001
- Location
- Great Falls, MT
- Participants
- 1,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,093,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,093,908
- Employer contributions
- $383,147
- Participant contributions
- $674,383
- Total income / additions
- $3,026,845
- Benefits paid
- $1,058,973
- Administrative expenses
- $64,983
- Total expenses
- $1,123,956
- Net increase / (decrease)
- $1,902,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,528 | $0 |
| First Interstate Wealth Management | OTHER | $28,453 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2 | not reported in the loaded dataset |