2023 Form 5500 filing — Ekstra 401(K) Plan For Aegis Land Title Group, LLC
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 20241001123256NAL0003970051002) for Ekstra 401(K) Plan For Aegis Land Title Group, LLC, reported by Fiduciary Wise, LLC under EIN 47-2938993 and plan number 300. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001123256NAL0003970051002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise, LLC
- EIN
- 47-2938993
- Plan number
- 300
- Location
- Gilbert, AZ
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,334,728
- Net assets (EOY)
- $4,334,728
- Employer contributions
- $0
- Participant contributions
- $511,272
- Total income / additions
- $1,498,957
- Benefits paid
- $527,959
- Administrative expenses
- $42,638
- Total expenses
- $619,163
- Net increase / (decrease)
- $879,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $11,690 | not reported in the loaded dataset |
| Ekstra LLC | COUNSEL | $7,904 | not reported in the loaded dataset |
| Hunnex & Shoemaker | TPA | $6,920 | not reported in the loaded dataset |