The Echo Design Group, Inc. 401(K) Plan — Form 5500 plan (The Echo Design Group, Inc.)
Plain-English plan 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, The Echo Design Group, Inc. 401(K) Plan is a benefit plan reported by The Echo Design Group, Inc. under EIN 13-1543397 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $32,947,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Echo Design Group, Inc.
- EIN
- 13-1543397
- Plan number
- 001
- Plan type
- 2
- Location
- Moonachie, NJ
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $32,947,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20250410180114NAL0033975664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,947,283
- Total liabilities (EOY)
- $32,015
- Net assets (EOY)
- $32,915,268
- Net assets (BOY)
- $28,162,930
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $563,220
- Total contributions
- $563,220
- Total income / additions
- $6,292,222
Expenses & distributions
- Benefits paid
- $1,421,362
- Administrative expenses
- $118,522
- Total expenses
- $1,539,884
- Net increase / (decrease)
- $4,752,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,596 | $0 | 2023 |
| Anchin, Block & Anchin | ACCOUNTANT | $31,500 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISORY | $0 | $25,039 | 2023 |
| Concierge Retirement Services | CONTRACT ADMINISTRATOR | $7,286 | $14,185 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $17,613 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Anchin, Block & Anchin | ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Madison Pension Services Inc | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Echo Design Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Moonachie, NJ
- Principal Life Insurance Company — Schedule C compensation
- Anchin, Block & Anchin — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concierge Retirement Services — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Madison Pension Services Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation