Ejot Atf, Lp Wellness & Savings Plan — Form 5500 plan (Ejot Atf, Lp)

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, Ejot Atf, Lp Wellness & Savings Plan is a benefit plan reported by Ejot Atf, Lp under EIN 36-3176753 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $28,069,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ejot Atf, Lp
EIN
36-3176753
Plan number
002
Plan type
2
Location
Lincolnwood, IL
Latest filing year
2023
Participants
441
End-of-year plan assets
$28,069,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241003145956NAL0009975585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,069,469
Total liabilities (EOY)
$0
Net assets (EOY)
$28,069,469
Net assets (BOY)
$24,475,276

Income & contributions

Employer contributions
$438,462
Participant contributions
$1,801,138
Total contributions
$2,674,587
Total income / additions
$5,808,345

Expenses & distributions

Benefits paid
$1,977,637
Administrative expenses
$128,607
Total expenses
$2,214,152
Net increase / (decrease)
$3,594,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum InvestmentINVESTMENT ADVISORY$66,961not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,646$02023

Related Form 5500 pages