Ethos Holding Corp 401k & Profit Sharing Plan — Form 5500 plan (Ethos Holding Corp.)
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, Ethos Holding Corp 401k & Profit Sharing Plan is a benefit plan reported by Ethos Holding Corp. under EIN 27-3012584 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $5,416,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ethos Holding Corp.
- EIN
- 27-3012584
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, KY
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $5,416,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241205141521NAL0003102339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,416,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,416,310
- Net assets (BOY)
- $4,507,710
Income & contributions
- Employer contributions
- $440,432
- Participant contributions
- $646,018
- Total contributions
- $1,105,348
- Total income / additions
- $1,925,518
Expenses & distributions
- Benefits paid
- $1,011,018
- Administrative expenses
- $5,900
- Total expenses
- $1,016,918
- Net increase / (decrease)
- $908,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $5,900 | $0 | 2023 |