Electrical Source Holdings, LLC 401(K) Retirement Plan — Form 5500 plan (Electrical Source Holdings, LLC)
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, Electrical Source Holdings, LLC 401(K) Retirement Plan is a benefit plan reported by Electrical Source Holdings, LLC under EIN 30-0852964 and plan number 001. The latest loaded filing year is 2023. The filing reports 852 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Source Holdings, LLC
- EIN
- 30-0852964
- Plan number
- 001
- Plan type
- 3
- Location
- Burbank, CA
- Latest filing year
- 2023
- Participants
- 852
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 852 | H, C | 20250408170730NAL0034890354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $30,069,763
Income & contributions
- Employer contributions
- $2,220,279
- Participant contributions
- $3,966,365
- Total contributions
- $6,909,911
- Total income / additions
- $12,832,932
Expenses & distributions
- Benefits paid
- $2,273,696
- Administrative expenses
- $162,034
- Total expenses
- $2,435,730
- Net increase / (decrease)
- $10,397,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | ADVISOR | $65,186 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $58,179 | $0 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $21,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Source Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burbank, CA
- Mesirow Financial — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation