2023 Form 5500 filing — Ceco Environmental 401(K) Savings And 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 20241015145936NAL0058280386001) for Ceco Environmental 401(K) Savings And Retirement Plan, reported by Ceco Environmental Corp. under EIN 13-2566064 and plan number 003. It reports 899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145936NAL0058280386001
Filing year
2023
Form type
2
Plan sponsor
Ceco Environmental Corp.
EIN
13-2566064
Plan number
003
Location
Addison, TX
Participants
899
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$76,261,188
Total liabilities (EOY)
$0
Net assets (EOY)
$76,261,188
Employer contributions
$1,990,316
Participant contributions
$3,809,090
Total income / additions
$19,367,116
Benefits paid
$9,020,152
Administrative expenses
$92,971
Total expenses
$9,114,667
Net increase / (decrease)
$10,252,449
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$44,166$0
Lpl Financial LLCADVISOR$40,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$8,793not reported in the loaded dataset

Related Form 5500 pages