Earth Sun Moon Trading Company 401k Profit Sharing Plan And Trust — Form 5500 plan (Earth Sun Moon Trading Company)
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, Earth Sun Moon Trading Company 401k Profit Sharing Plan And Trust is a benefit plan reported by Earth Sun Moon Trading Company under EIN 23-2923538 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $10,472,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Earth Sun Moon Trading Company
- EIN
- 23-2923538
- Plan number
- 001
- Plan type
- 2
- Location
- Grove City, PA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $10,472,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240903073359NAL0010439251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,472,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,472,049
- Net assets (BOY)
- $9,868,522
Income & contributions
- Employer contributions
- $215,334
- Participant contributions
- $307,587
- Total contributions
- $522,921
- Total income / additions
- $2,266,596
Expenses & distributions
- Benefits paid
- $1,639,376
- Administrative expenses
- $23,693
- Total expenses
- $1,663,069
- Net increase / (decrease)
- $603,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | N/A | $14,421 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Com | N/A | $4,465 | $0 | 2023 |