Plan5500

Ecm Holding Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ecm Holding 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, Ecm Holding Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ecm Holding Group, Inc. under EIN 45-1664669 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $5,355,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ecm Holding Group, Inc.
EIN
45-1664669
Plan number
003
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
Participants
157
End-of-year plan assets
$5,355,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241016121804NAL0017715971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,355,226
Total liabilities (EOY)
$0
Net assets (EOY)
$5,355,226
Net assets (BOY)
-$12,646,044

Income & contributions

Employer contributions
$794,300
Total contributions
$794,300
Total income / additions
$32,023,026

Expenses & distributions

Benefits paid
$13,989,155
Administrative expenses
$32,601
Total expenses
$14,021,756
Net increase / (decrease)
$18,001,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Esop PartnersTHIRD PARTY ADMINISTRAT$13,595not reported in the loaded dataset2023
Resonant Capital AdvisorsADVISOR$6,359not reported in the loaded dataset2023
Penchecks TrustPROCESS DISTRIBUTIONS$5,600not reported in the loaded dataset2023

Related Form 5500 pages