Inline Electric 401(K) Plan And Trust — Form 5500 plan (Inline Electric Supply Co., 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, Inline Electric 401(K) Plan And Trust is a benefit plan reported by Inline Electric Supply Co., Inc. under EIN 63-0979197 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $22,521,963 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.5MPlan net assets, end of year$22,521,963
Participants335Covered participants reported
Assets / participant$67.2KComputed: assets ÷ participants$67,230 (computed)
Provider compensation$50.1K2 Schedule C provider row(s)$50,054
Plan sponsor
Inline Electric Supply Co., Inc.
EIN
63-0979197
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241014144017NAL0026437953001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22.5M total assets
Net assets$22.5MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$358
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$22,521,963
Total liabilities (EOY)
$0
Net assets (EOY)
$22,521,963
Net assets (BOY)
$17,038,408

Income & contributions

Employer contributions
$358
Participant contributions
$1,957,062
Total contributions
$2,078,873
Total income / additions
$5,201,520

Expenses & distributions

Benefits paid
$1,133,300
Administrative expenses
$50,054
Total expenses
$1,183,354
Net increase / (decrease)
$4,018,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Providence Wealth Advisors LLCADVISOR$47,129not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,925$02023

Related Form 5500 pages