2023 Form 5500 filing — Ecco Select 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 20241021114414NAL0001147523001) for Ecco Select 401(K) Plan, reported by Ecco Select Corp. under EIN 43-1727620 and plan number 001. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021114414NAL0001147523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ecco Select Corp.
- EIN
- 43-1727620
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,010,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,010,566
- Employer contributions
- $882,549
- Participant contributions
- $1,920,900
- Total income / additions
- $5,155,233
- Benefits paid
- $2,113,218
- Administrative expenses
- $29,695
- Total expenses
- $2,142,913
- Net increase / (decrease)
- $3,012,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $29,695 | not reported in the loaded dataset |
| Erisa Services Midwest, LLC | THIRD PARTY ADMIN | $0 | $5,980 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $0 | $0 |