2023 Form 5500 filing — Expresspoint Technology Services, 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 20241010140159NAL0021144593001) for Expresspoint Technology Services, Inc. 401(K) Plan, reported by Expresspoint Technology under EIN 41-1853438 and plan number 001. It reports 207 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)$11.9MReported net assets$11,856,800

Participants207

Provider compensation$40.2K2 Schedule C row(s)$40,206

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010140159NAL0021144593001
Plan sponsor: Expresspoint Technology
EIN: 41-1853438
Plan number: 001
Location: El Paso, TX
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)$11.9M total assets

Net assets$11.9MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$1.5M

Benefits paid / distributions$1.5M

Contributions

Employer$128.9K

Participant$560.2K

Full reported line items

Total assets (EOY): $11,856,800
Total liabilities (EOY): $0
Net assets (EOY): $11,856,800
Employer contributions: $128,950
Participant contributions: $560,225
Total income / additions: $2,770,273
Benefits paid: $1,453,980
Administrative expenses: $40,207
Total expenses: $1,511,850
Net increase / (decrease): $1,258,423

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$40.2K
CONTRACT ADMINISTRATOR · Direct $40.2K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010140159NAL0021144593001 cover?: It is the 2023 Form 5500 filing for Expresspoint Technology Services, Inc. 401(K) Plan, reported by Expresspoint Technology (EIN 41-1853438).
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).