Earthbound LLC 401 K Profit Sharing Plan And Trust — Form 5500 plan (Earthbound LLC)
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, Earthbound LLC 401 K Profit Sharing Plan And Trust is a benefit plan reported by Earthbound LLC under EIN 13-4147038 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $5,030,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Earthbound LLC
- EIN
- 13-4147038
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $5,030,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241014132026NAL0013339315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,030,226
- Net assets (EOY)
- $5,030,226
- Net assets (BOY)
- $4,081,574
Income & contributions
- Employer contributions
- $84,827
- Participant contributions
- $634,703
- Total contributions
- $754,534
- Total income / additions
- $1,500,538
Expenses & distributions
- Benefits paid
- $490,508
- Administrative expenses
- $30,478
- Total expenses
- $551,886
- Net increase / (decrease)
- $948,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,804 | $0 | 2023 |
| Concierge Retirement Services, Inc. | CONTRACT ADMIN | $10,143 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,835 | $0 | 2023 |
| Empower Life & Annuity Insurance | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Earthbound LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Global Retirement Partners LLC — Schedule C compensation
- Concierge Retirement Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation