Et Investments, LLC 401(K) Plan — Form 5500 plan (Et Investments, 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, Et Investments, LLC 401(K) Plan is a benefit plan reported by Et Investments, LLC under EIN 38-3677456 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $14,974,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Et Investments, LLC
EIN
38-3677456
Plan number
001
Plan type
2
Location
Parker, CO
Latest filing year
2023
Participants
539
End-of-year plan assets
$14,974,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20250829111904NAL0011115841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,974,904
Total liabilities (EOY)
$0
Net assets (EOY)
$14,974,904
Net assets (BOY)
$12,643,183

Income & contributions

Employer contributions
$39,153
Participant contributions
$1,203,444
Total contributions
$2,132,005
Total income / additions
$4,187,079

Expenses & distributions

Benefits paid
$1,813,192
Administrative expenses
$42,166
Total expenses
$1,855,358
Net increase / (decrease)
$2,331,721

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,165$02023
Redhawk Wealth Advisors IncINVESTMENT ADVISORY$0$32,3942023

Related Form 5500 pages