2023 Form 5500 filing — 401(K) Retirement & Savings 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 20241015141830NAL0014817603001) for 401(K) Retirement & Savings Plan, reported by Employment Services, Inc. under EIN 38-3637814 and plan number 001. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141830NAL0014817603001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Employment Services, Inc.
- EIN
- 38-3637814
- Plan number
- 001
- Location
- Alpena, MI
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,035,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,035,443
- Employer contributions
- $2,077,104
- Participant contributions
- $4,414,801
- Total income / additions
- $22,070,956
- Benefits paid
- $4,717,477
- Administrative expenses
- $85,092
- Total expenses
- $4,802,569
- Net increase / (decrease)
- $17,268,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | RETAINED BY EMPLOYER | $32,456 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT CO | $19,892 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $450 | $0 |