E.C.C.O. Iii Enterprises, Inc. Profit Sharing Plan — Form 5500 plan (E.C.C.O. Iii Enterprises, 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, E.C.C.O. Iii Enterprises, Inc. Profit Sharing Plan is a benefit plan reported by E.C.C.O. Iii Enterprises, Inc. under EIN 13-2754124 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $34,430,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.C.C.O. Iii Enterprises, Inc.
- EIN
- 13-2754124
- Plan number
- 002
- Plan type
- 3
- Location
- Yonkers, NY
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $34,430,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241010095554NAL0009880899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,430,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,430,748
- Net assets (BOY)
- $28,918,742
Income & contributions
- Employer contributions
- $425,433
- Participant contributions
- $1,042,863
- Total contributions
- $1,545,233
- Total income / additions
- $6,467,666
Expenses & distributions
- Benefits paid
- $955,145
- Administrative expenses
- $515
- Total expenses
- $955,660
- Net increase / (decrease)
- $5,512,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apicella, Testa & Company, P.C. | ACCOUNTANT/AUDITOR | $23,900 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & | ADVISOR | $0 | $20,413 | 2023 |
| Ubs Financial Services Inc | ADVISOR | $0 | $19,526 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$29,675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.C.C.O. Iii Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Yonkers, NY
- Apicella, Testa & Company, P.C. — Schedule C compensation
- Merrill Lynch Pierce Fenner & — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation