Eftec Savings Plan — Form 5500 plan (Eftec North America, 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, Eftec Savings Plan is a benefit plan reported by Eftec North America, LLC under EIN 38-3339877 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $16,416,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eftec North America, LLC
- EIN
- 38-3339877
- Plan number
- 002
- Plan type
- 2
- Location
- Taylor, MI
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $16,416,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240212104212NAL0011363424001 |
| 2023 | 152 | H, C | 20250711080818NAL0007140609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,230,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,230,441
- Net assets (BOY)
- $12,396,290
Income & contributions
- Employer contributions
- $404,880
- Participant contributions
- $391,450
- Total contributions
- $1,231,374
- Total income / additions
- $3,899,933
Expenses & distributions
- Benefits paid
- $1,064,104
- Administrative expenses
- $1,475
- Total expenses
- $1,065,782
- Net increase / (decrease)
- $2,834,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kovack Advisors Inc. | INVESTMENT/FINANCIAL ADVI | $17,100 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $14,219 | $0 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $2,257 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eftec North America, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Taylor, MI
- Kovack Advisors Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Morningstar — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation