Echelon Supply & Service, Inc. 401(K) Plan — Form 5500 plan (Echelon Supply & Service, Inc.)

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, Echelon Supply & Service, Inc. 401(K) Plan is a benefit plan reported by Echelon Supply & Service, Inc. under EIN 16-1077780 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $11,034,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Echelon Supply & Service, Inc.
EIN
16-1077780
Plan number
001
Plan type
2
Location
Liverpool, NY
Latest filing year
2023
Participants
397
End-of-year plan assets
$11,034,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241014155809NAL0045209632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,034,106
Total liabilities (EOY)
$0
Net assets (EOY)
$11,034,106
Net assets (BOY)
$8,317,971

Income & contributions

Employer contributions
$0
Participant contributions
$533,244
Total contributions
$1,171,139
Total income / additions
$2,811,605

Expenses & distributions

Benefits paid
$1,650,516
Administrative expenses
$13,863
Total expenses
$1,663,165
Net increase / (decrease)
$1,148,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial CorporationSERVICE PROVIDER$0$15,0432023

Related Form 5500 pages