Sumco Eco-Contracting 401(K) Plan — Form 5500 plan (Sumco Eco-Contracting, 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, Sumco Eco-Contracting 401(K) Plan is a benefit plan reported by Sumco Eco-Contracting, LLC under EIN 26-0135998 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $9,524,565 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sumco Eco-Contracting, LLC
EIN
26-0135998
Plan number
001
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
141
End-of-year plan assets
$9,524,565

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241009134052NAL0037222162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,524,565
Net assets (EOY)
$9,524,565
Net assets (BOY)
$8,474,871

Income & contributions

Employer contributions
$549,568
Participant contributions
$299,125
Total contributions
$876,002
Total income / additions
$2,337,210

Expenses & distributions

Benefits paid
$1,210,040
Administrative expenses
$57,088
Total expenses
$1,287,516
Net increase / (decrease)
$1,049,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$30,561not reported in the loaded dataset2023
Global Retirement PartnersRIA, RI, IA$26,527not reported in the loaded dataset2023

Related Form 5500 pages