2023 Form 5500 filing — Texas Excavation Safety System, Inc. Retirement Savings 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 20241011014046NAL0021993601001) for Texas Excavation Safety System, Inc. Retirement Savings Plan, reported by Texas Excavation Safety System Inc. under EIN 75-1945057 and plan number 001. It reports 334 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)$8.9MReported net assets$8,927,571

Participants334

Provider compensation$19.6K4 Schedule C row(s)$19,603

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011014046NAL0021993601001
Plan sponsor: Texas Excavation Safety System Inc.
EIN: 75-1945057
Plan number: 001
Location: Richardson, 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)$8.9M total assets

Net assets$8.9MLiabilities$0

Money in vs. money out

Total income / additions$2.4M

Total expenses$705.4K

Benefits paid / distributions$677.1K

Contributions

Employer$507.6K

Participant$653.8K

Full reported line items

Total assets (EOY): $8,927,571
Total liabilities (EOY): $0
Net assets (EOY): $8,927,571
Employer contributions: $507,586
Participant contributions: $653,751
Total income / additions: $2,420,609
Benefits paid: $677,124
Administrative expenses: $28,198
Total expenses: $705,363
Net increase / (decrease): $1,715,246

Schedule C

Reported service provider compensation

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

1
Morningstar Investment Management$7.3K
SERVICE PROVIDER · Direct $7.3K
2
Voya Retirement Insurance And Annui$7.3K
SERVICE PROVIDER · Direct $7.3K · Indirect $0
3
Ascensus$3.7K
OTHER SERVICES · Direct $0 · Indirect $3.7K
4
Morningstar$1.2K
INVESTMENT ADVISORY · Direct $0 · Indirect $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011014046NAL0021993601001 cover?: It is the 2023 Form 5500 filing for Texas Excavation Safety System, Inc. Retirement Savings Plan, reported by Texas Excavation Safety System Inc. (EIN 75-1945057).
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).