Plan5500

Ethosource, LLC Employee Benefit Plan — Form 5500 plan (Ethosource, LLC)

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, Ethosource, LLC Employee Benefit Plan is a benefit plan reported by Ethosource, LLC under EIN 23-3091307 and plan number 510. The latest loaded filing year is 2023. The filing reports 55 participants and $2,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ethosource, LLC
EIN
23-3091307
Plan number
510
Plan type
2
Location
Morgantown, PA
Latest filing year
2023
Participants
55
End-of-year plan assets
$2,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202355I, C20250109093345NAL0006846883001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,495
Total liabilities (EOY)
$40,599
Net assets (EOY)
-$38,104
Net assets (BOY)
$0

Income & contributions

Employer contributions
$378,074
Participant contributions
$62,400
Total income / additions
$440,931

Expenses & distributions

Benefits paid
$291,605
Administrative expenses
-$12,310
Total expenses
$479,035
Net increase / (decrease)
-$38,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$22,140not reported in the loaded dataset2023
The Benecon GroupBROKER$11,900not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,358not reported in the loaded dataset2023

Related Form 5500 pages