Plan5500

The Commodities Group 401(K) Plan And Trust — Form 5500 plan (Ecom Atlantic, 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, The Commodities Group 401(K) Plan And Trust is a benefit plan reported by Ecom Atlantic, Inc. under EIN 75-0257410 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $47,491,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ecom Atlantic, Inc.
EIN
75-0257410
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
218
End-of-year plan assets
$47,491,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240923113116NAL0004119779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,491,944
Total liabilities (EOY)
$0
Net assets (EOY)
$47,491,944
Net assets (BOY)
$43,892,780

Income & contributions

Employer contributions
$918,676
Participant contributions
$1,661,636
Total contributions
$2,596,274
Total income / additions
$9,358,944

Expenses & distributions

Benefits paid
$5,725,949
Administrative expenses
$33,831
Total expenses
$5,759,780
Net increase / (decrease)
$3,599,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$19,506not reported in the loaded dataset2023
Huselton, Morgan And MaultsbyACCOUNTANT\AUDITOR$12,150not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,175$02023

Related Form 5500 pages