2023 Form 5500 filing — Employee Owned Brands, Inc. 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 20241008103559NAL0029564752001) for Employee Owned Brands, Inc. 401(K) Plan, reported by Employee Owned Brands, Inc. under EIN 42-0990485 and plan number 004. It reports 1,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103559NAL0029564752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Employee Owned Brands, Inc.
- EIN
- 42-0990485
- Plan number
- 004
- Location
- Fairfield, IA
- Participants
- 1,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,722,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,722,741
- Employer contributions
- $296,427
- Participant contributions
- $2,240,754
- Total income / additions
- $15,947,099
- Benefits paid
- $11,761,832
- Administrative expenses
- $156,907
- Total expenses
- $11,918,739
- Net increase / (decrease)
- $4,028,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,907 | $1,793 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $64,714 |