Echo, Inc. Deferred Savings Plan — Form 5500 plan (Echo, 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, Echo, Inc. Deferred Savings Plan is a benefit plan reported by Echo, Inc. under EIN 36-2754021 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,599 participants and $90,248,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Echo, Inc.
EIN
36-2754021
Plan number
002
Plan type
2
Location
Lake Zurich, IL
Latest filing year
2023
Participants
1,599
End-of-year plan assets
$90,248,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,599H, C20241014141606NAL0015083827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,248,355
Total liabilities (EOY)
$0
Net assets (EOY)
$90,248,355
Net assets (BOY)
$77,244,576

Income & contributions

Employer contributions
$2,752,217
Participant contributions
$4,445,072
Total contributions
$7,275,739
Total income / additions
$20,097,086

Expenses & distributions

Benefits paid
$7,051,923
Administrative expenses
$41,384
Total expenses
$7,093,307
Net increase / (decrease)
$13,003,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Pension Consultants, LLCRECORDKEEPER$41,384not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$0$40,4722023
Charles Schwab & Co., Inc.CUSTODIAN$0$02023

Related Form 5500 pages