Etkin Management, LLC 401(K) Salary Reduction Plan — Form 5500 plan (Etkin 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, Etkin Management, LLC 401(K) Salary Reduction Plan is a benefit plan reported by Etkin Management, LLC under EIN 38-3443602 and plan number 001. The latest loaded filing year is 2023. The filing reports 56 participants and $5,967,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Etkin Management, LLC
- EIN
- 38-3443602
- Plan number
- 001
- Plan type
- 2
- Location
- Royal Oak, MI
- Latest filing year
- 2023
- Participants
- 56
- End-of-year plan assets
- $5,967,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56 | I | 20240814081454NAL0019912976001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,967,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,967,613
- Net assets (BOY)
- $4,804,066
Income & contributions
- Employer contributions
- $60,486
- Participant contributions
- $352,887
- Total income / additions
- $1,190,970
Expenses & distributions
- Benefits paid
- $20,840
- Administrative expenses
- $5,393
- Total expenses
- $27,423
- Net increase / (decrease)
- $1,163,547
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.