Ecu Worldwide 401(K) Plan — Form 5500 plan (Econocaribe Consolidators 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, Ecu Worldwide 401(K) Plan is a benefit plan reported by Econocaribe Consolidators Inc. under EIN 59-1428228 and plan number 004. The latest loaded filing year is 2023. The filing reports 412 participants and $16,793,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Econocaribe Consolidators Inc.
- EIN
- 59-1428228
- Plan number
- 004
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $16,793,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20250415153515NAL0003538273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,793,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,793,795
- Net assets (BOY)
- $14,528,890
Income & contributions
- Employer contributions
- $646,092
- Participant contributions
- $1,094,817
- Total contributions
- $2,358,471
- Total income / additions
- $4,736,489
Expenses & distributions
- Benefits paid
- $2,341,463
- Administrative expenses
- $63,119
- Total expenses
- $2,471,584
- Net increase / (decrease)
- $2,264,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,158 | $0 | 2023 |
| Christopher Gacom Dba Greenline Wea | INVESTMENT ADVISOR | $15,268 | not reported in the loaded dataset | 2023 |
| Gwn Securities Inc | BROKER/ADVISER | $0 | $7,232 | 2023 |
| Fiduciary Outsourcing LLC | OTHER | $1,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Econocaribe Consolidators Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Christopher Gacom Dba Greenline Wea — Schedule C compensation
- Gwn Securities Inc — Schedule C compensation
- Fiduciary Outsourcing LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation