2023 Form 5500 filing — Inline Electric 401(K) Plan And Trust
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 20241014144017NAL0026437953001) for Inline Electric 401(K) Plan And Trust, reported by Inline Electric Supply Co., Inc. under EIN 63-0979197 and plan number 001. It reports 335 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)$22.5MReported net assets$22,521,963
Participants335
Provider compensation$50.1K2 Schedule C row(s)$50,054
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014144017NAL0026437953001
- Plan sponsor
- Inline Electric Supply Co., Inc.
- EIN
- 63-0979197
- Plan number
- 001
- Location
- Huntsville, AL
- Received date
- not reported in the loaded dataset
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)$22.5M total assets
Net assets$22.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,521,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,521,963
- Employer contributions
- $358
- Participant contributions
- $1,957,062
- Total income / additions
- $5,201,520
- Benefits paid
- $1,133,300
- Administrative expenses
- $50,054
- Total expenses
- $1,183,354
- Net increase / (decrease)
- $4,018,166
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Providence Wealth Advisors LLC | ADVISOR | $47,129 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,925 | $0 |