Ekf 401(K) Retirement Plan — Form 5500 plan (Ekf Diagnostics, Inc. Dba Stanbio Laboratory)
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, Ekf 401(K) Retirement Plan is a benefit plan reported by Ekf Diagnostics, Inc. Dba Stanbio Laboratory under EIN 45-3356270 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $5,601,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ekf Diagnostics, Inc. Dba Stanbio Laboratory
- EIN
- 45-3356270
- Plan number
- 002
- Plan type
- 2
- Location
- Boerne, TX
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $5,601,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240703052846NAL0004210147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,601,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,601,381
- Net assets (BOY)
- $5,296,897
Income & contributions
- Employer contributions
- $309,661
- Participant contributions
- $464,786
- Total contributions
- $813,508
- Total income / additions
- $1,581,758
Expenses & distributions
- Benefits paid
- $1,227,929
- Administrative expenses
- $48,189
- Total expenses
- $1,277,274
- Net increase / (decrease)
- $304,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $33,454 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,147 | $0 | 2023 |
| Alliance Benefit Group Of Houston | CONTRACT ADMIN | $5,146 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,216 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ekf Diagnostics, Inc. Dba Stanbio Laboratory
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Boerne, TX
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation