2023 Form 5500 filing — Endicott Precision, Inc. 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 20241014140638NAL0013419811001) for Endicott Precision, Inc. Retirement Plan, reported by Endicott Precision Inc. under EIN 16-0964323 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140638NAL0013419811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endicott Precision Inc.
- EIN
- 16-0964323
- Plan number
- 002
- Location
- Endicott, NY
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,292,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,292,675
- Employer contributions
- $96,681
- Participant contributions
- $384,326
- Total income / additions
- $1,934,310
- Benefits paid
- $2,026,293
- Administrative expenses
- $4,605
- Total expenses
- $2,030,803
- Net increase / (decrease)
- -$96,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $29,779 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,604 | $0 |