2023 Form 5500 filing — Echo, Inc. Deferred Savings 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 20241014141606NAL0015083827001) for Echo, Inc. Deferred Savings Plan, reported by Echo, Inc. under EIN 36-2754021 and plan number 002. It reports 1,599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141606NAL0015083827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Echo, Inc.
- EIN
- 36-2754021
- Plan number
- 002
- Location
- Lake Zurich, IL
- Participants
- 1,599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,248,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,248,355
- Employer contributions
- $2,752,217
- Participant contributions
- $4,445,072
- Total income / additions
- $20,097,086
- Benefits paid
- $7,051,923
- Administrative expenses
- $41,384
- Total expenses
- $7,093,307
- Net increase / (decrease)
- $13,003,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $41,384 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $40,472 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |