Essex Management LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Essex Management 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, Essex Management LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Essex Management LLC under EIN 26-4228149 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essex Management LLC
- EIN
- 26-4228149
- Plan number
- 001
- Plan type
- 2
- Location
- Essex Junction, VT
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240620091727NAL0002341058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $17,269,835
Income & contributions
- Employer contributions
- $176,967
- Participant contributions
- $441,596
- Total contributions
- $684,699
- Total income / additions
- $2,550,080
Expenses & distributions
- Benefits paid
- $19,804,774
- Administrative expenses
- $3,753
- Total expenses
- $19,819,915
- Net increase / (decrease)
- -$17,269,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $25,565 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $406 | $0 | 2023 |