Ethan Allen Hr Services Retirement Savings Plan — Form 5500 plan (Staff-Line, Inc. Dba Ethan Allen Hr Services)

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, Ethan Allen Hr Services Retirement Savings Plan is a benefit plan reported by Staff-Line, Inc. Dba Ethan Allen Hr Services under EIN 14-1751414 and plan number 333. The latest loaded filing year is 2023. The filing reports 791 participants and $37,180,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Staff-Line, Inc. Dba Ethan Allen Hr Services
EIN
14-1751414
Plan number
333
Plan type
3
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
791
End-of-year plan assets
$37,180,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023791H, C20250117094101NAL0038993392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,180,978
Total liabilities (EOY)
$37,615
Net assets (EOY)
$37,143,363
Net assets (BOY)
$31,542,566

Income & contributions

Employer contributions
$878,983
Participant contributions
$2,298,042
Total contributions
$3,667,093
Total income / additions
$8,560,362

Expenses & distributions

Benefits paid
$3,119,628
Administrative expenses
$253,939
Total expenses
$3,455,343
Net increase / (decrease)
$5,105,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BpasNONE$184,624$02023
Rosemont Financial GroupNONE$30,647$02023

Related Form 5500 pages