2023 Form 5500 filing — Erie Construction Mid-West, Inc. 401(K) 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 20241015135421NAL0049731216001) for Erie Construction Mid-West, Inc. 401(K) Retirement Plan, reported by Erie Construction Mid-West, Inc. under EIN 34-1712631 and plan number 003. It reports 958 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)$9.7MReported net assets$9,665,899
Participants958
Provider compensation$64.9K2 Schedule C row(s)$64,900
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015135421NAL0049731216001
Plan sponsor
Erie Construction Mid-West, Inc.
EIN
34-1712631
Plan number
003
Location
Toledo, OH
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)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$941.9K
Benefits paid / distributions$592.8K
Contributions
Employer$89.3K
Participant$1.8M
Full reported line items
Total assets (EOY)
$9,665,899
Total liabilities (EOY)
$0
Net assets (EOY)
$9,665,899
Employer contributions
$89,310
Participant contributions
$1,800,811
Total income / additions
$3,361,439
Benefits paid
$592,842
Administrative expenses
$64,900
Total expenses
$941,945
Net increase / (decrease)
$2,419,494
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $37.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $27.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135421NAL0049731216001 cover?
It is the 2023 Form 5500 filing for Erie Construction Mid-West, Inc. 401(K) Retirement Plan, reported by Erie Construction Mid-West, Inc. (EIN 34-1712631).
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