Escal Institute 401(K )Plan — Form 5500 plan (Escal Institute Of Advanced Technologies, 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, Escal Institute 401(K )Plan is a benefit plan reported by Escal Institute Of Advanced Technologies, Inc. under EIN 52-1935637 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $60,496,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Escal Institute Of Advanced Technologies, Inc.
- EIN
- 52-1935637
- Plan number
- 001
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $60,496,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20240930123721NAL0005537393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,496,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,496,528
- Net assets (BOY)
- $45,103,013
Income & contributions
- Employer contributions
- $2,224,625
- Participant contributions
- $5,601,225
- Total contributions
- $8,175,831
- Total income / additions
- $18,522,546
Expenses & distributions
- Benefits paid
- $3,062,357
- Administrative expenses
- $66,674
- Total expenses
- $3,129,031
- Net increase / (decrease)
- $15,393,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $54,030 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,815 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$171 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Escal Institute Of Advanced Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in North Bethesda, MD
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation