Etison, LLC 401(K) Plan — Form 5500 plan (Etison, 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, Etison, LLC 401(K) Plan is a benefit plan reported by Etison, LLC under EIN 46-5223108 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $6,615,970 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Etison, LLC
EIN
46-5223108
Plan number
001
Plan type
2
Location
Eagle, ID
Latest filing year
2023
Participants
225
End-of-year plan assets
$6,615,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241010095353NAL0020786241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,615,970
Total liabilities (EOY)
$0
Net assets (EOY)
$6,615,970
Net assets (BOY)
$4,806,229

Income & contributions

Employer contributions
$555,915
Participant contributions
$943,838
Total contributions
$1,633,034
Total income / additions
$2,586,630

Expenses & distributions

Benefits paid
$755,281
Administrative expenses
$21,203
Total expenses
$776,889
Net increase / (decrease)
$1,809,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT/FINANCIAL ADVI$18,320$02023
Adp, Inc.RECORD KEEPER$2,883$02023

Related Form 5500 pages