Environmental Incentives, LLC 401(K) Plan — Form 5500 plan (Environmental Incentives, 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, Environmental Incentives, LLC 401(K) Plan is a benefit plan reported by Environmental Incentives, LLC under EIN 56-2567341 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $8,176,870 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.2MPlan net assets, end of year$8,176,870
Participants141Covered participants reported
Assets / participant$58KComputed: assets ÷ participants$57,992 (computed)
Provider compensation$20.2K2 Schedule C provider row(s)$20,230
Plan sponsor
Environmental Incentives, LLC
EIN
56-2567341
Plan number
001
Plan type
2
Location
South Lake Tahoe, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241105050751NAL0007508481001
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)$8.2M total assets
Net assets$8.2MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$402.2K
Benefits paid / distributions$378.7K
Contributions
Employer$649.7K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$8,176,870
Total liabilities (EOY)
$0
Net assets (EOY)
$8,176,870
Net assets (BOY)
$4,709,542

Income & contributions

Employer contributions
$649,675
Participant contributions
$1,329,550
Total contributions
$2,663,901
Total income / additions
$3,869,517

Expenses & distributions

Benefits paid
$378,655
Administrative expenses
$20,230
Total expenses
$402,189
Net increase / (decrease)
$3,467,328
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.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$20,230$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages