Ebbo 401(K) Plan — Form 5500 plan (Clarus Commerce LLC Dba Ebbo)
Plain-English plan 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, Ebbo 401(K) Plan is a benefit plan reported by Clarus Commerce LLC Dba Ebbo under EIN 06-1614774 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $19,780,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarus Commerce LLC Dba Ebbo
- EIN
- 06-1614774
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $19,780,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20240925144730NAL0014875313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,780,578
- Net assets (EOY)
- $19,780,578
- Net assets (BOY)
- $17,715,016
Income & contributions
- Employer contributions
- $856,569
- Participant contributions
- $1,987,944
- Total contributions
- $3,210,317
- Total income / additions
- $6,621,816
Expenses & distributions
- Benefits paid
- $4,334,683
- Administrative expenses
- $191,251
- Total expenses
- $4,556,254
- Net increase / (decrease)
- $2,065,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $61,741 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,630 | $0 | 2023 |
| Jim Hallinan Pension Consulting, Ll | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Cohnreznick, Llp | AUDITOR | $7,875 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarus Commerce LLC Dba Ebbo
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Rocky Hill, CT
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Jim Hallinan Pension Consulting, Ll — Schedule C compensation
- Cohnreznick, Llp — Schedule C compensation