2023 Form 5500 filing — Earthbound LLC 401 K Profit Sharing 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 20241014132026NAL0013339315001) for Earthbound LLC 401 K Profit Sharing Plan And Trust, reported by Earthbound LLC under EIN 13-4147038 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
- 20241014132026NAL0013339315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Earthbound LLC
- EIN
- 13-4147038
- Plan number
- 001
- Location
- New York, NY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,030,226
- Net assets (EOY)
- $5,030,226
- Employer contributions
- $84,827
- Participant contributions
- $634,703
- Total income / additions
- $1,500,538
- Benefits paid
- $490,508
- Administrative expenses
- $30,478
- Total expenses
- $551,886
- Net increase / (decrease)
- $948,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,804 | $0 |
| Concierge Retirement Services, Inc. | CONTRACT ADMIN | $10,143 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,835 | $0 |
| Empower Life & Annuity Insurance | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |