Plan5500

Equipment & Controls, Inc. 401(K) Retirement Plan — Form 5500 plan (Equipment & Controls, 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 & Controls, Inc. 401(K) Retirement Plan is a benefit plan reported by Equipment & Controls, Inc. under EIN 25-1234311 and plan number 002. The latest loaded filing year is 2023. The filing reports 420 participants and $69,988,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equipment & Controls, Inc.
EIN
25-1234311
Plan number
002
Plan type
2
Location
Lawrence, PA
Latest filing year
2023
Participants
420
End-of-year plan assets
$69,988,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023420H, C20250715114009NAL0002016113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,988,806
Total liabilities (EOY)
$0
Net assets (EOY)
$69,988,806
Net assets (BOY)
$57,450,582

Income & contributions

Employer contributions
$1,184,273
Participant contributions
$2,775,198
Total contributions
$4,988,715
Total income / additions
$18,639,451

Expenses & distributions

Benefits paid
$6,371,338
Administrative expenses
$62,928
Total expenses
$6,433,462
Net increase / (decrease)
$12,205,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$54,000not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$8,928$02023

Related Form 5500 pages