The Ethan Allen Retirement Savings Plan — Form 5500 plan (Ethan Allen Global, 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, The Ethan Allen Retirement Savings Plan is a benefit plan reported by Ethan Allen Global, Inc. under EIN 20-2991357 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,743 participants and $219,259,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ethan Allen Global, Inc.
- EIN
- 20-2991357
- Plan number
- 003
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 3,743
- End-of-year plan assets
- $219,259,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,743 | H, C | 20240710092711NAL0009436899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,259,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,259,598
- Net assets (BOY)
- $195,333,482
Income & contributions
- Employer contributions
- $2,326,967
- Participant contributions
- $9,049,968
- Total contributions
- $12,046,152
- Total income / additions
- $47,674,301
Expenses & distributions
- Benefits paid
- $23,337,854
- Administrative expenses
- $368,915
- Total expenses
- $23,748,185
- Net increase / (decrease)
- $23,926,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement | RECORDKEEPER | $247,696 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $174,154 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITOR | $38,595 | not reported in the loaded dataset | 2023 |
| Lockton Companies LLC | OTHER | $31,435 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $26,500 | not reported in the loaded dataset | 2023 |
| Jackson Lewis Pc | OTHER | $12,356 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | TPA | $1,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultant Company, LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ethan Allen Global, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Empower Retirement — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Lockton Companies LLC — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Jackson Lewis Pc — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Qdro Consultant Company, LLC — Schedule C compensation