2023 Form 5500 filing — Ekf 401(K) Retirement Plan
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 20240703052846NAL0004210147001) for Ekf 401(K) Retirement Plan, reported by Ekf Diagnostics, Inc. Dba Stanbio Laboratory under EIN 45-3356270 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703052846NAL0004210147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ekf Diagnostics, Inc. Dba Stanbio Laboratory
- EIN
- 45-3356270
- Plan number
- 002
- Location
- Boerne, TX
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,601,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,601,381
- Employer contributions
- $309,661
- Participant contributions
- $464,786
- Total income / additions
- $1,581,758
- Benefits paid
- $1,227,929
- Administrative expenses
- $48,189
- Total expenses
- $1,277,274
- Net increase / (decrease)
- $304,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $33,454 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,147 | $0 |
| Alliance Benefit Group Of Houston | CONTRACT ADMIN | $5,146 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,216 | not reported in the loaded dataset |