Es3 401(K) Plan — Form 5500 plan (Es3)
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, Es3 401(K) Plan is a benefit plan reported by Es3 under EIN 33-0976413 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $56,808,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Es3
- EIN
- 33-0976413
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $56,808,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240726140247NAL0016111041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,808,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,808,651
- Net assets (BOY)
- $41,604,464
Income & contributions
- Employer contributions
- $1,551,014
- Participant contributions
- $1,927,744
- Total contributions
- $3,634,576
- Total income / additions
- $16,790,214
Expenses & distributions
- Benefits paid
- $1,575,697
- Administrative expenses
- $10,330
- Total expenses
- $1,586,027
- Net increase / (decrease)
- $15,204,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $10,330 | not reported in the loaded dataset | 2023 |