2023 Form 5500 filing — Erco Worldwide Inc. 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 20241009081311NAL0018896289001) for Erco Worldwide Inc. 401(K) Plan, reported by Erco Worldwide Inc. under EIN 98-0388203 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$55.5MReported net assets$55,508,296

Participants191

Provider compensation$191.2K4 Schedule C row(s)$191,178

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009081311NAL0018896289001
Plan sponsor: Erco Worldwide Inc.
EIN: 98-0388203
Plan number: 001
Location: not reported in the loaded dataset
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$55.5M total assets

Net assets$55.5MLiabilities$0

Money in vs. money out

Total income / additions$12.5M

Total expenses$4.1M

Benefits paid / distributions$4M

Contributions

Employer$1.7M

Participant$1.9M

Full reported line items

Total assets (EOY): $55,508,296
Total liabilities (EOY): $0
Net assets (EOY): $55,508,296
Employer contributions: $1,699,554
Participant contributions: $1,904,728
Total income / additions: $12,546,395
Benefits paid: $3,971,231
Administrative expenses: $136,992
Total expenses: $4,118,299
Net increase / (decrease): $8,428,096

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$127.8K
CONTRACT ADMINISTRATOR · Direct $127.8K · Indirect $0
2
Creative Planning, Inc.$54.2K
INVESTMENT ADVISORY · Direct $0 · Indirect $54.2K
3
Valenti, Rackley & Asso$9.2K
ACCOUNTANT · Direct $9.2K
4
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009081311NAL0018896289001 cover?: It is the 2023 Form 5500 filing for Erco Worldwide Inc. 401(K) Plan, reported by Erco Worldwide Inc. (EIN 98-0388203).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).