2023 Form 5500 filing — Echo Group, Inc. 401(K) Profit Sharing 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 20240926110013NAL0000549089001) for Echo Group, Inc. 401(K) Profit Sharing Plan, reported by Echo Group, Inc. under EIN 42-0669352 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926110013NAL0000549089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Echo Group, Inc.
- EIN
- 42-0669352
- Plan number
- 001
- Location
- Council Bluffs, IA
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,894,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,894,025
- Employer contributions
- $1,293,837
- Participant contributions
- $4,143,562
- Total income / additions
- $13,725,889
- Benefits paid
- $2,503,548
- Administrative expenses
- $208,981
- Total expenses
- $2,714,719
- Net increase / (decrease)
- $11,011,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $114,194 | $0 |
| Commerce Bank | INVESTMENT ADVISOR | $91,983 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,804 | not reported in the loaded dataset |