2023 Form 5500 filing — Ethan Allen Hr Services Retirement 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 20250117094101NAL0038993392001) for Ethan Allen Hr Services Retirement Savings Plan, reported by Staff-Line, Inc. Dba Ethan Allen Hr Services under EIN 14-1751414 and plan number 333. It reports 791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117094101NAL0038993392001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Staff-Line, Inc. Dba Ethan Allen Hr Services
- EIN
- 14-1751414
- Plan number
- 333
- Location
- Poughkeepsie, NY
- Participants
- 791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,180,978
- Total liabilities (EOY)
- $37,615
- Net assets (EOY)
- $37,143,363
- Employer contributions
- $878,983
- Participant contributions
- $2,298,042
- Total income / additions
- $8,560,362
- Benefits paid
- $3,119,628
- Administrative expenses
- $253,939
- Total expenses
- $3,455,343
- Net increase / (decrease)
- $5,105,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | NONE | $184,624 | $0 |
| Rosemont Financial Group | NONE | $30,647 | $0 |