Ecm Holding Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ecm Holding Group, 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, Ecm Holding Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ecm Holding Group, Inc. under EIN 45-1664669 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $5,355,226 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,355,226
Participants157Covered participants reported
Assets / participant$34.1KComputed: assets ÷ participants$34,110 (computed)
Provider compensation$25.6K3 Schedule C provider row(s)$25,554
Plan sponsor
Ecm Holding Group, Inc.
EIN
45-1664669
Plan number
003
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    157 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$32M
Total expenses$14M
Benefits paid / distributions$14M
Contributions
Employer$794.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,355,226
Total liabilities (EOY)
$0
Net assets (EOY)
$5,355,226
Net assets (BOY)
-$12,646,044

Income & contributions

Employer contributions
$794,300
Total contributions
$794,300
Total income / additions
$32,023,026

Expenses & distributions

Benefits paid
$13,989,155
Administrative expenses
$32,601
Total expenses
$14,021,756
Net increase / (decrease)
$18,001,270
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets262%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    THIRD PARTY ADMINISTRAT · Direct $13.6K
  2. 2
    ADVISOR · Direct $6.4K
  3. 3
    PROCESS DISTRIBUTIONS · Direct $5.6K

What to inspect next

Frequently asked questions

Who sponsors the Ecm Holding Group, Inc. Employee Stock Ownership Plan?
Ecm Holding Group, Inc. Employee Stock Ownership Plan is reported as sponsored by Ecm Holding Group, Inc. (EIN 45-1664669, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ecm Holding Group, Inc. Employee Stock Ownership Plan?
The latest Form 5500 filing year loaded for Ecm Holding Group, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Ecm Holding Group, Inc. Employee Stock Ownership Plan report?
Ecm Holding Group, Inc. Employee Stock Ownership Plan reports 157 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ecm Holding Group, Inc. Employee Stock Ownership Plan?
Ecm Holding Group, Inc. Employee Stock Ownership Plan reports $5,355,226 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages