Employer Services Corporation'S 401(K) Retirement Plan — Form 5500 plan (Employer Services Corporation)
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, Employer Services Corporation'S 401(K) Retirement Plan is a benefit plan reported by Employer Services Corporation under EIN 16-1479373 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,404 participants and $133,538,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer Services Corporation
- EIN
- 16-1479373
- Plan number
- 003
- Plan type
- 3
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 3,404
- End-of-year plan assets
- $133,538,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,404 | H, C | 20241015104223NAL0029288273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,538,213
- Total liabilities (EOY)
- $292,979
- Net assets (EOY)
- $133,245,234
- Net assets (BOY)
- $105,377,788
Income & contributions
- Employer contributions
- $3,387,335
- Participant contributions
- $9,500,456
- Total contributions
- $16,773,771
- Total income / additions
- $37,030,747
Expenses & distributions
- Benefits paid
- $12,316,962
- Administrative expenses
- $566,016
- Total expenses
- $13,156,808
- Net increase / (decrease)
- $23,873,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $535,768 | $0 | 2023 |
| Dopkins Wealth Management | OTHER | $201,300 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | OTHER | $147,236 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Amherst, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Dopkins Wealth Management — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation