Engineered Air Balance Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Engineered Air Balance 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, Engineered Air Balance Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Engineered Air Balance Co., Inc. under EIN 75-0955026 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $31,833,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engineered Air Balance Co., Inc.
- EIN
- 75-0955026
- Plan number
- 001
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $31,833,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240927145748NAL0002270481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,833,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,833,929
- Net assets (BOY)
- $28,551,750
Income & contributions
- Employer contributions
- $1,005,360
- Participant contributions
- $1,197,405
- Total contributions
- $2,415,071
- Total income / additions
- $6,807,939
Expenses & distributions
- Benefits paid
- $3,425,171
- Administrative expenses
- $98,664
- Total expenses
- $3,525,760
- Net increase / (decrease)
- $3,282,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $43,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,536 | $0 | 2023 |
| The Lampo Group LLC Dba Smartdollar | OTHER | $10,709 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,270 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Engineered Air Balance Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Lampo Group LLC Dba Smartdollar — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation