Efficient Capital Management, LLC 401(K) Plan — Form 5500 plan (Efficient Capital 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, Efficient Capital Management, LLC 401(K) Plan is a benefit plan reported by Efficient Capital Management, LLC under EIN 36-4276379 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $16,062,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Efficient Capital Management, LLC
- EIN
- 36-4276379
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $16,062,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240930105600NAL0010969794001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,062,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,062,129
- Net assets (BOY)
- $13,367,795
Income & contributions
- Employer contributions
- $591,572
- Participant contributions
- $348,774
- Total income / additions
- $3,351,607
Expenses & distributions
- Benefits paid
- $655,562
- Administrative expenses
- $1,711
- Total expenses
- $657,273
- Net increase / (decrease)
- $2,694,334
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.