2023 Form 5500 filing — Equator Coffees 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 20241011164927NAL0011197459001) for Equator Coffees 401(K) Plan, reported by Equator Coffees, LLC under EIN 82-1996557 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164927NAL0011197459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equator Coffees, LLC
- EIN
- 82-1996557
- Plan number
- 001
- Location
- San Rafael, CA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,116,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,116,167
- Employer contributions
- $142,677
- Participant contributions
- $292,384
- Total income / additions
- $1,374,941
- Benefits paid
- $73,914
- Administrative expenses
- $34,959
- Total expenses
- $108,873
- Net increase / (decrease)
- $1,266,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $27,678 | not reported in the loaded dataset |
| Nicholas Pension Consultants | CONTRACT ADMINISTRATOR | $6,338 | not reported in the loaded dataset |
| Capital Group Ret Plan Services | RECORDKEEPER | $1,163 | $0 |