2023 Form 5500 filing — Essential Brands, Inc. 401(K) Profit Sharing Plan & 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 20240719141829NAL0004477731001) for Essential Brands, Inc. 401(K) Profit Sharing Plan & Trust, reported by Essential Brands, Inc. under EIN 52-1938283 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.4MReported net assets$12,364,463
Participants173
Provider compensation$48.5K5 Schedule C row(s)$48,462
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240719141829NAL0004477731001
- Plan sponsor
- Essential Brands, Inc.
- EIN
- 52-1938283
- Plan number
- 002
- Location
- Abingdon, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $12,364,463
- Net assets (EOY)
- $12,364,463
- Employer contributions
- $411,944
- Participant contributions
- $1,013,220
- Total income / additions
- $3,751,353
- Benefits paid
- $216,135
- Administrative expenses
- $47,261
- Total expenses
- $263,396
- Net increase / (decrease)
- $3,487,957
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compton Financial Group | INVESTMENT ADVISOR | $35,129 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $12,433 | not reported in the loaded dataset |
| Red Oak Retirement | CONTRACT TPA | $900 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT MGMT | not reported in the loaded dataset | not reported in the loaded dataset |
| Ascensus, LLC | not reported in the loaded dataset | $0 | not reported in the loaded dataset |