2023 Form 5500 filing — The Commodities Group 401(K) 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 20240923113116NAL0004119779001) for The Commodities Group 401(K) Plan And Trust, reported by Ecom Atlantic, Inc. under EIN 75-0257410 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923113116NAL0004119779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ecom Atlantic, Inc.
- EIN
- 75-0257410
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,491,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,491,944
- Employer contributions
- $918,676
- Participant contributions
- $1,661,636
- Total income / additions
- $9,358,944
- Benefits paid
- $5,725,949
- Administrative expenses
- $33,831
- Total expenses
- $5,759,780
- Net increase / (decrease)
- $3,599,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $19,506 | not reported in the loaded dataset |
| Huselton, Morgan And Maultsby | ACCOUNTANT\AUDITOR | $12,150 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,175 | $0 |