2023 Form 5500 filing — Ebbo 401(K) 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 20240925144730NAL0014875313001) for Ebbo 401(K) Plan, reported by Clarus Commerce LLC Dba Ebbo under EIN 06-1614774 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925144730NAL0014875313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarus Commerce LLC Dba Ebbo
- EIN
- 06-1614774
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,780,578
- Net assets (EOY)
- $19,780,578
- Employer contributions
- $856,569
- Participant contributions
- $1,987,944
- Total income / additions
- $6,621,816
- Benefits paid
- $4,334,683
- Administrative expenses
- $191,251
- Total expenses
- $4,556,254
- Net increase / (decrease)
- $2,065,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $61,741 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,630 | $0 |
| Jim Hallinan Pension Consulting, Ll | CONTRACT ADMIN | $0 | $10,000 |
| Cohnreznick, Llp | AUDITOR | $7,875 | $0 |