2023 Form 5500 filing — Ecm Holding Group, Inc. Employee Stock Ownership 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 20241016121804NAL0017715971001) for Ecm Holding Group, Inc. Employee Stock Ownership Plan, reported by Ecm Holding Group, Inc. under EIN 45-1664669 and plan number 003. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016121804NAL0017715971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ecm Holding Group, Inc.
- EIN
- 45-1664669
- Plan number
- 003
- Location
- Oshkosh, WI
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,355,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,355,226
- Employer contributions
- $794,300
- Total income / additions
- $32,023,026
- Benefits paid
- $13,989,155
- Administrative expenses
- $32,601
- Total expenses
- $14,021,756
- Net increase / (decrease)
- $18,001,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Esop Partners | THIRD PARTY ADMINISTRAT | $13,595 | not reported in the loaded dataset |
| Resonant Capital Advisors | ADVISOR | $6,359 | not reported in the loaded dataset |
| Penchecks Trust | PROCESS DISTRIBUTIONS | $5,600 | not reported in the loaded dataset |