2023 Form 5500 filing — Efficient Capital Management, LLC 401(K) Plan
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 20240930105600NAL0010969794001) for Efficient Capital Management, LLC 401(K) Plan, reported by Efficient Capital Management, LLC under EIN 36-4276379 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930105600NAL0010969794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Efficient Capital Management, LLC
- EIN
- 36-4276379
- Plan number
- 001
- Location
- Warrenville, IL
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,062,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,062,129
- Employer contributions
- $591,572
- Participant contributions
- $348,774
- Total income / additions
- $3,351,607
- Benefits paid
- $655,562
- Administrative expenses
- $1,711
- Total expenses
- $657,273
- Net increase / (decrease)
- $2,694,334
- Schedule source
- Schedule I