Efs Advisors 401(K) Plan — Form 5500 plan (Efs Advisors)
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, Efs Advisors 401(K) Plan is a benefit plan reported by Efs Advisors under EIN 41-1910233 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $1,564,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Efs Advisors
- EIN
- 41-1910233
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MN
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $1,564,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240510120007NAL0069588274001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,564,788
- Net assets (EOY)
- $1,564,788
- Net assets (BOY)
- $1,167,762
Income & contributions
- Employer contributions
- $67,145
- Participant contributions
- $151,496
- Total income / additions
- $459,146
Expenses & distributions
- Benefits paid
- $61,025
- Administrative expenses
- $1,095
- Total expenses
- $62,120
- Net increase / (decrease)
- $397,026
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.