Effingham Equity Savings Plan & Trust — Form 5500 plan (Effingham Equity)
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, Effingham Equity Savings Plan & Trust is a benefit plan reported by Effingham Equity under EIN 37-0259470 and plan number 001. The latest loaded filing year is 2023. The filing reports 744 participants and $70,267,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Effingham Equity
- EIN
- 37-0259470
- Plan number
- 001
- Plan type
- 2
- Location
- Effingham, IL
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $70,267,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20240823121400NAL0003164867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,267,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,267,248
- Net assets (BOY)
- $56,099,729
Income & contributions
- Employer contributions
- $2,370,021
- Participant contributions
- $3,000,691
- Total contributions
- $5,460,735
- Total income / additions
- $18,712,872
Expenses & distributions
- Benefits paid
- $4,509,789
- Administrative expenses
- $35,564
- Total expenses
- $4,545,353
- Net increase / (decrease)
- $14,167,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $31,770 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,794 | $0 | 2023 |