Eco-Energy, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Eco-Energy, 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, Eco-Energy, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Eco-Energy, LLC under EIN 62-1722312 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $14,983,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eco-Energy, LLC
- EIN
- 62-1722312
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $14,983,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240925160646NAL0014608689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,983,064
- Total liabilities (EOY)
- $865
- Net assets (EOY)
- $14,982,199
- Net assets (BOY)
- $10,851,844
Income & contributions
- Employer contributions
- $735,467
- Participant contributions
- $1,816,449
- Total contributions
- $2,660,345
- Total income / additions
- $4,887,778
Expenses & distributions
- Benefits paid
- $684,431
- Administrative expenses
- $72,992
- Total expenses
- $757,423
- Net increase / (decrease)
- $4,130,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $38,516 | $0 | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $21,636 | not reported in the loaded dataset | 2023 |
| Access Retirement Services, LLC | CONTRACT ADMINISTRATOR | $12,139 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eco-Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Access Retirement Services, LLC — Schedule C compensation