Plan5500

Employee Owned Brands, Inc. 401(K) Plan — Form 5500 plan (Employee Owned Brands, Inc.)

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, Employee Owned Brands, Inc. 401(K) Plan is a benefit plan reported by Employee Owned Brands, Inc. under EIN 42-0990485 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,213 participants and $53,722,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Employee Owned Brands, Inc.
EIN
42-0990485
Plan number
004
Plan type
2
Location
Fairfield, IA
Latest filing year
2023
Participants
1,213
End-of-year plan assets
$53,722,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,213H, C20241008103559NAL0029564752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,722,741
Total liabilities (EOY)
$0
Net assets (EOY)
$53,722,741
Net assets (BOY)
$49,694,381

Income & contributions

Employer contributions
$296,427
Participant contributions
$2,240,754
Total contributions
$7,727,811
Total income / additions
$15,947,099

Expenses & distributions

Benefits paid
$11,761,832
Administrative expenses
$156,907
Total expenses
$11,918,739
Net increase / (decrease)
$4,028,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$156,907$1,7932023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$64,7142023

Related Form 5500 pages