2023 Form 5500 filing — Ecm Industries, 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 20241014074933NAL0025674545001) for Ecm Industries, LLC 401(K) Plan, reported by Ecm Industries, LLC under EIN 83-0845689 and plan number 001. It reports 487 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)$0Reported net assets

Participants487

Provider compensation$113.5K2 Schedule C row(s)$113,509

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014074933NAL0025674545001
Plan sponsor: Ecm Industries, LLC
EIN: 83-0845689
Plan number: 001
Location: New Berlin, WI
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.

Money in vs. money out

Total income / additions$12.1M

Total expenses$6M

Benefits paid / distributions$5.9M

Contributions

Employer$1.1M

Participant$2.2M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,140,963
Participant contributions: $2,242,669
Total income / additions: $12,093,527
Benefits paid: $5,889,033
Administrative expenses: $113,509
Total expenses: $6,002,542
Net increase / (decrease): $6,090,985

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$68.9K
CONTRACT ADMINISTRATOR · Direct $68.9K · Indirect $0
2
Creative Planning, Inc.$44.6K
INVESTMENT ADVISORY · Direct $44.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014074933NAL0025674545001 cover?: It is the 2023 Form 5500 filing for Ecm Industries, LLC 401(K) Plan, reported by Ecm Industries, LLC (EIN 83-0845689).
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).