2023 Form 5500 filing — Etkin Management, LLC 401(K) Salary Reduction 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 20240814081454NAL0019912976001) for Etkin Management, LLC 401(K) Salary Reduction Plan, reported by Etkin Management, LLC under EIN 38-3443602 and plan number 001. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240814081454NAL0019912976001
Filing year
2023
Form type
2
Plan sponsor
Etkin Management, LLC
EIN
38-3443602
Plan number
001
Location
Royal Oak, MI
Participants
56
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,967,613
Total liabilities (EOY)
$0
Net assets (EOY)
$5,967,613
Employer contributions
$60,486
Participant contributions
$352,887
Total income / additions
$1,190,970
Benefits paid
$20,840
Administrative expenses
$5,393
Total expenses
$27,423
Net increase / (decrease)
$1,163,547
Schedule source
Schedule I

Related Form 5500 pages