Ethosource, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ethosource, LLC (EIN 23-3091307) is a plan sponsor located in Morgantown, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-3091307
Location
Morgantown, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,495
Total reported liabilities (EOY)
$40,599
Total reported net assets (EOY)
-$38,104

Contributions & income

Employer contributions
$378,074
Participant contributions
$62,400
Total income / additions
$440,931

Expenses & distributions

Benefits paid / distributions
$291,605
Total expenses
$479,035
Net increase / (decrease)
-$38,104

Coverage

Total reported participants
55
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ethosource, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ethosource, LLC Employee Benefit Plan51055$2,4952023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ethosource, LLC
YearPlanParticipantsSchedulesFiling
2023Ethosource, LLC Employee Benefit Plan55I, C20250109093345NAL0006846883001

Related Form 5500 pages