Etech Texas 401k Savings Plan — Form 5500 plan (Etech)
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, Etech Texas 401k Savings Plan is a benefit plan reported by Etech under EIN 45-3237969 and plan number 001. The latest loaded filing year is 2023. The filing reports 858 participants and $9,813,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Etech
- EIN
- 45-3237969
- Plan number
- 001
- Plan type
- 2
- Location
- Nacogdoches, TX
- Latest filing year
- 2023
- Participants
- 858
- End-of-year plan assets
- $9,813,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 858 | H, C | 20241230100339NAL0008633075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,813,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,813,150
- Net assets (BOY)
- $8,110,756
Income & contributions
- Employer contributions
- $367,803
- Participant contributions
- $639,795
- Total contributions
- $1,143,476
- Total income / additions
- $2,346,996
Expenses & distributions
- Benefits paid
- $578,829
- Administrative expenses
- $65,773
- Total expenses
- $644,602
- Net increase / (decrease)
- $1,702,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,773 | $0 | 2023 |
| Cadence Insurance, Inc. | OTHER SERVICES | $0 | $589 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |