Est, Inc. 401(K) Plan — Form 5500 plan (Est, 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, Est, Inc. 401(K) Plan is a benefit plan reported by Est, Inc. under EIN 73-1590835 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Est, Inc.
- EIN
- 73-1590835
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241009095801NAL0030867472001 |
| 2023 | 373 | H, C | 20241113095502NAL0009915763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,695,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,695,110
- Net assets (BOY)
- $10,158,812
Income & contributions
- Employer contributions
- $353,984
- Participant contributions
- $1,332,152
- Total contributions
- $1,782,281
- Total income / additions
- $3,617,112
Expenses & distributions
- Benefits paid
- $962,912
- Administrative expenses
- $84,688
- Total expenses
- $1,080,814
- Net increase / (decrease)
- $2,536,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Securities LLC | ADVISOR | $44,867 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $35,440 | $0 | 2023 |
| Jp Morgan Securities LLC | ADVISOR | $11,989 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,630 | $0 | 2023 |