Plan5500

Echo Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Echo Group, Inc.)

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, Echo Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Echo Group, Inc. under EIN 42-0669352 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $54,894,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Echo Group, Inc.
EIN
42-0669352
Plan number
001
Plan type
2
Location
Council Bluffs, IA
Latest filing year
2023
Participants
716
End-of-year plan assets
$54,894,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023716H, C20240926110013NAL0000549089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,894,025
Total liabilities (EOY)
$0
Net assets (EOY)
$54,894,025
Net assets (BOY)
$43,882,855

Income & contributions

Employer contributions
$1,293,837
Participant contributions
$4,143,562
Total contributions
$5,896,450
Total income / additions
$13,725,889

Expenses & distributions

Benefits paid
$2,503,548
Administrative expenses
$208,981
Total expenses
$2,714,719
Net increase / (decrease)
$11,011,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$114,194$02023
Commerce BankINVESTMENT ADVISOR$91,983not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$2,804not reported in the loaded dataset2023

Related Form 5500 pages