2023 Form 5500 filing — Engineering Technology Associates, Inc. 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 20241014130542NAL0053624386001) for Engineering Technology Associates, Inc. Profit Sharing Plan, reported by Engineering Technology Associates, Inc. under EIN 38-2448573 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130542NAL0053624386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engineering Technology Associates, Inc.
- EIN
- 38-2448573
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,438,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,438,891
- Participant contributions
- $378,912
- Total income / additions
- $1,381,823
- Benefits paid
- $1,432,953
- Administrative expenses
- $27,171
- Total expenses
- $1,460,124
- Net increase / (decrease)
- -$78,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $14,097 | $329 |
| Resources Investment Advisors Co. | NONE | $9,148 | not reported in the loaded dataset |