Erickson Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Erickson Incorporated)
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, Erickson Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Erickson Incorporated under EIN 93-1307561 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $67,510,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erickson Incorporated
- EIN
- 93-1307561
- Plan number
- 001
- Plan type
- 2
- Location
- Central Point, OR
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $67,510,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20241009115215NAL0010576051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,510,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,510,200
- Net assets (BOY)
- $59,052,017
Income & contributions
- Employer contributions
- $1,190,687
- Participant contributions
- $3,795,031
- Total contributions
- $5,825,490
- Total income / additions
- $15,661,519
Expenses & distributions
- Benefits paid
- $7,079,840
- Administrative expenses
- $123,496
- Total expenses
- $7,203,336
- Net increase / (decrease)
- $8,458,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $59,213 | $0 | 2023 |
| Resource Investment Advisors LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Retirement Investment Advisors LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Kbf Cpa'S Llp | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $43 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erickson Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Central Point, OR
- T Rowe Price Rps Inc — Schedule C compensation
- Resource Investment Advisors LLC — Schedule C compensation
- Retirement Investment Advisors LLC — Schedule C compensation
- Kbf Cpa'S Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation