2023 Form 5500 filing — Essex Management LLC 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620091727NAL0002341058001) for Essex Management LLC 401(K) Profit Sharing Plan And Trust, reported by Essex Management LLC under EIN 26-4228149 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620091727NAL0002341058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Essex Management LLC
- EIN
- 26-4228149
- Plan number
- 001
- Location
- Essex Junction, VT
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $176,967
- Participant contributions
- $441,596
- Total income / additions
- $2,550,080
- Benefits paid
- $19,804,774
- Administrative expenses
- $3,753
- Total expenses
- $19,819,915
- Net increase / (decrease)
- -$17,269,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $25,565 |
| Fidelity Investments Institutional | RECORDKEEPER | $406 | $0 |