Equipment Depot Defined Contribution Plan — Form 5500 plan (Equipment Depot, 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, Equipment Depot Defined Contribution Plan is a benefit plan reported by Equipment Depot, Inc. under EIN 11-3768341 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,233 participants and $142,221,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equipment Depot, Inc.
- EIN
- 11-3768341
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 2,233
- End-of-year plan assets
- $142,221,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,233 | H, C | 20241011071226NAL0043496658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,221,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,221,091
- Net assets (BOY)
- $114,034,579
Income & contributions
- Employer contributions
- $3,764,723
- Participant contributions
- $10,763,084
- Total contributions
- $16,034,797
- Total income / additions
- $37,485,381
Expenses & distributions
- Benefits paid
- $20,058,105
- Administrative expenses
- $291,292
- Total expenses
- $20,349,397
- Net increase / (decrease)
- $17,135,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $236,604 | $0 | 2023 |
| Mercer | INVESTMENT ADVISORY | $32,945 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones | ACCOUNTANT | $21,743 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equipment Depot, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Principal Life Insurance Company — Schedule C compensation
- Mercer — Schedule C compensation
- Mcconnell & Jones — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation