2023 Form 5500 filing — Employee 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 20241010101519NAL0039713122001) for Employee Retirement Plan, reported by Employee Retirement Plan under EIN 56-2198687 and plan number 001. It reports 380 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)$13.8MReported net assets$13,833,762
Participants380
Provider compensation$48.1K3 Schedule C row(s)$48,102
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101519NAL0039713122001
Plan sponsor
Employee Retirement Plan
EIN
56-2198687
Plan number
001
Location
Raleigh, NC
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$783.7K
Participant$1.6M
Full reported line items
Total assets (EOY)
$13,833,762
Total liabilities (EOY)
$0
Net assets (EOY)
$13,833,762
Employer contributions
$783,729
Participant contributions
$1,586,342
Total income / additions
$4,664,476
Benefits paid
$1,322,502
Administrative expenses
$48,103
Total expenses
$1,392,033
Net increase / (decrease)
$3,272,443
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $41.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $6.6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101519NAL0039713122001 cover?
It is the 2023 Form 5500 filing for Employee Retirement Plan, reported by Employee Retirement Plan (EIN 56-2198687).
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).

Related Form 5500 pages