Erland Construction, Inc. 401(K) Plan — Form 5500 plan (Erland Construction, Inc.)
Plain-English plan 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, Erland Construction, Inc. 401(K) Plan is a benefit plan reported by Erland Construction, Inc. under EIN 04-2606179 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $27,042,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erland Construction, Inc.
- EIN
- 04-2606179
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $27,042,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240722162810NAL0023454754001 |
| 2023 | 147 | H, C | 20250423075842NAL0003133091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,946,844
- Net assets (EOY)
- $29,946,844
- Net assets (BOY)
- $27,042,385
Income & contributions
- Employer contributions
- $110,982
- Participant contributions
- $1,031,147
- Total contributions
- $1,180,320
- Total income / additions
- $8,142,733
Expenses & distributions
- Benefits paid
- $5,156,495
- Administrative expenses
- $81,779
- Total expenses
- $5,238,274
- Net increase / (decrease)
- $2,904,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISOR | $60,815 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $45,607 | not reported in the loaded dataset | 2023 |
| The Pension Service, Inc. | CONTRACT ADMIN | $9,601 | $10,000 | 2023 |
| The Pension Service, Inc. | CONTRACT ADMIN | $8,582 | $8,333 | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $10,400 | $0 | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $9,800 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erland Construction, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Onedigital Investment Advisors, LLC — Schedule C compensation
- The Pension Service, Inc. — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation