Execustaff Hr, Inc. Multiple Employer Plan — Form 5500 plan (Execustaff Hr, 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, Execustaff Hr, Inc. Multiple Employer Plan is a benefit plan reported by Execustaff Hr, Inc. under EIN 27-0037153 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,399 participants and $80,614,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Execustaff Hr, Inc.
- EIN
- 27-0037153
- Plan number
- 001
- Plan type
- 3
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,399
- End-of-year plan assets
- $80,614,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,399 | H, C | 20240926113508NAL0000351571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,614,247
- Total liabilities (EOY)
- $26,627
- Net assets (EOY)
- $80,587,620
- Net assets (BOY)
- $74,123,736
Income & contributions
- Employer contributions
- $2,112,453
- Participant contributions
- $5,609,527
- Total contributions
- $8,435,936
- Total income / additions
- $21,203,534
Expenses & distributions
- Benefits paid
- $5,671,293
- Administrative expenses
- $65,961
- Total expenses
- $5,816,520
- Net increase / (decrease)
- $15,387,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SVC PROVIDER | $0 | $108,929 | 2023 |
| Quintes Admin And Insurance Svc | TPA | $0 | $36,236 | 2023 |
| Quintes Admin And Insurance Svc | SVC PROVIDER | $16,852 | $0 | 2023 |
| Morningstar Investmen Management | SERVICE PROVIDER | $6,034 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Execustaff Hr, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Global Retirement Partners LLC — Schedule C compensation
- Quintes Admin And Insurance Svc — Schedule C compensation
- Morningstar Investmen Management — Schedule C compensation