2023 Form 5500 filing — Esp Associates, Inc. 401(K) Profit Sharing 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 20241013100457NAL0025794721001) for Esp Associates, Inc. 401(K) Profit Sharing Plan, reported by Esp Associates, Inc. under EIN 56-0599737 and plan number 001. It reports 731 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)$36.3MReported net assets$36,344,462
Participants731
Provider compensation$66.1K3 Schedule C row(s)$66,111
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013100457NAL0025794721001
Plan sponsor
Esp Associates, Inc.
EIN
56-0599737
Plan number
001
Location
Fort Mill, SC
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)$36.3M total assets
Net assets$36.3MLiabilities$0
Money in vs. money out
Total income / additions$11.1M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$2M
Participant$3.2M
Full reported line items
Total assets (EOY)
$36,344,462
Total liabilities (EOY)
$0
Net assets (EOY)
$36,344,462
Employer contributions
$1,976,039
Participant contributions
$3,185,234
Total income / additions
$11,146,914
Benefits paid
$3,429,023
Administrative expenses
$66,112
Total expenses
$3,536,330
Net increase / (decrease)
$7,610,584
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $58.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $7.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013100457NAL0025794721001 cover?
It is the 2023 Form 5500 filing for Esp Associates, Inc. 401(K) Profit Sharing Plan, reported by Esp Associates, Inc. (EIN 56-0599737).
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