2023 Form 5500 filing — The Employee 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 20241008140641NAL0034011458001) for The Employee 401(K) Retirement Plan, reported by Contran Corporation under EIN 74-1646336 and plan number 460. It reports 1,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$269.5MReported net assets$269,455,782
Participants1.4K1,411
Provider compensation$137K2 Schedule C row(s)$136,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008140641NAL0034011458001
- Plan sponsor
- Contran Corporation
- EIN
- 74-1646336
- Plan number
- 460
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$269.5M total assets
Net assets$269.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $269,455,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,455,782
- Employer contributions
- $8,086,119
- Participant contributions
- $8,968,715
- Total income / additions
- $61,160,203
- Benefits paid
- $33,650,435
- Administrative expenses
- $136,988
- Total expenses
- $33,795,007
- Net increase / (decrease)
- $27,365,196
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $130,210 | $0 |
| Fidelity Investments | RECORDKEEPER | $6,778 | $0 |