2023 Form 5500 filing — Essential Brands, Inc. 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719141829NAL0004477731001) for Essential Brands, Inc. 401(K) Profit Sharing Plan & Trust, reported by Essential Brands, Inc. under EIN 52-1938283 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.4MReported net assets$12,364,463
Participants173
Provider compensation$48.5K5 Schedule C row(s)$48,462
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240719141829NAL0004477731001
Plan sponsor
Essential Brands, Inc.
EIN
52-1938283
Plan number
002
Location
Abingdon, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities
Money in vs. money out
Total income / additions$3.8M
Total expenses$263.4K
Benefits paid / distributions$216.1K
Contributions
Employer$411.9K
Participant$1M
Full reported line items
Total assets (EOY)
$12,364,463
Net assets (EOY)
$12,364,463
Employer contributions
$411,944
Participant contributions
$1,013,220
Total income / additions
$3,751,353
Benefits paid
$216,135
Administrative expenses
$47,261
Total expenses
$263,396
Net increase / (decrease)
$3,487,957

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Compton Financial GroupINVESTMENT ADVISOR$35,129not reported in the loaded dataset
The Vanguard Group, Inc.RECORDKEEPER$12,433not reported in the loaded dataset
Red Oak RetirementCONTRACT TPA$900not reported in the loaded dataset
Lpl FinancialINVESTMENT MGMTnot reported in the loaded datasetnot reported in the loaded dataset
Ascensus, LLCnot reported in the loaded dataset$0not reported in the loaded dataset

Related Form 5500 pages