Equator Coffees 401(K) Plan — Form 5500 plan (Equator Coffees, 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, Equator Coffees 401(K) Plan is a benefit plan reported by Equator Coffees, LLC under EIN 82-1996557 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $6,116,167 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equator Coffees, LLC
EIN
82-1996557
Plan number
001
Plan type
2
Location
San Rafael, CA
Latest filing year
2023
Participants
167
End-of-year plan assets
$6,116,167

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241011164927NAL0011197459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,116,167
Total liabilities (EOY)
$0
Net assets (EOY)
$6,116,167
Net assets (BOY)
$4,850,099

Income & contributions

Employer contributions
$142,677
Participant contributions
$292,384
Total contributions
$464,385
Total income / additions
$1,374,941

Expenses & distributions

Benefits paid
$73,914
Administrative expenses
$34,959
Total expenses
$108,873
Net increase / (decrease)
$1,266,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$27,678not reported in the loaded dataset2023
Nicholas Pension ConsultantsCONTRACT ADMINISTRATOR$6,338not reported in the loaded dataset2023
Capital Group Ret Plan ServicesRECORDKEEPER$1,163$02023

Related Form 5500 pages