2023 Form 5500 filing — The Ergo Baby 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 20241011183825NAL0012860035001) for The Ergo Baby 401(K) Plan, reported by The Ergo Baby Carrier, Inc. under EIN 68-0581582 and plan number 003. It reports 129 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)$9.8MReported net assets$9,779,204
Participants129
Provider compensation$50.6K3 Schedule C row(s)$50,637
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011183825NAL0012860035001
Plan sponsor
The Ergo Baby Carrier, Inc.
EIN
68-0581582
Plan number
003
Location
Concord, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$647.3K
Benefits paid / distributions$596.7K
Contributions
Employer$473.2K
Participant$832.2K
Full reported line items
Total assets (EOY)
$9,779,204
Total liabilities (EOY)
$0
Net assets (EOY)
$9,779,204
Employer contributions
$473,225
Participant contributions
$832,204
Total income / additions
$2,691,749
Benefits paid
$596,665
Administrative expenses
$50,637
Total expenses
$647,302
Net increase / (decrease)
$2,044,447
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $24.6K
  2. 2
    RECORDKEEPER · Direct $17.9K
  3. 3
    ADVISOR · Direct $8.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011183825NAL0012860035001 cover?
It is the 2023 Form 5500 filing for The Ergo Baby 401(K) Plan, reported by The Ergo Baby Carrier, Inc. (EIN 68-0581582).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages