E-Z Excavating, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (E-Z Excavating, 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, E-Z Excavating, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by E-Z Excavating, Inc. under EIN 84-1177135 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $3,315,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E-Z Excavating, Inc.
EIN
84-1177135
Plan number
001
Plan type
2
Location
Longmont, CO
Latest filing year
2023
Participants
134
End-of-year plan assets
$3,315,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241014090027NAL0026866849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,315,437
Total liabilities (EOY)
$14,028
Net assets (EOY)
$3,301,409
Net assets (BOY)
$3,418,148

Income & contributions

Employer contributions
$250,000
Participant contributions
$374,695
Total contributions
$624,695
Total income / additions
$968,181

Expenses & distributions

Benefits paid
$1,011,534
Administrative expenses
$51,271
Total expenses
$1,084,920
Net increase / (decrease)
-$116,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Td Ameritrade InstitutionalNONE$0$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages