Ecorp Consulting Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ecorp Consulting 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, Ecorp Consulting Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ecorp Consulting Inc under EIN 68-0416814 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $19,003,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ecorp Consulting Inc
- EIN
- 68-0416814
- Plan number
- 002
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $19,003,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015181605NAL0015236883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,003,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,003,673
- Net assets (BOY)
- $15,358,307
Income & contributions
- Employer contributions
- $218,409
- Participant contributions
- $1,208,866
- Total contributions
- $1,495,793
- Total income / additions
- $4,379,363
Expenses & distributions
- Benefits paid
- $699,944
- Administrative expenses
- $34,053
- Total expenses
- $733,997
- Net increase / (decrease)
- $3,645,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | ADVISOR | $32,023 | not reported in the loaded dataset | 2023 |