Etic 401(K) Plan — Form 5500 plan (Etic)
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, Etic 401(K) Plan is a benefit plan reported by Etic under EIN 77-0274570 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $14,600,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Etic
- EIN
- 77-0274570
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Hill, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $14,600,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240913162228NAL0020207266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,600,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,600,230
- Net assets (BOY)
- $11,868,674
Income & contributions
- Employer contributions
- $285,057
- Participant contributions
- $1,120,193
- Total contributions
- $1,477,922
- Total income / additions
- $3,920,346
Expenses & distributions
- Benefits paid
- $1,105,269
- Administrative expenses
- $69,390
- Total expenses
- $1,188,790
- Net increase / (decrease)
- $2,731,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Parallel Advisors LLC | ADVISOR | $36,693 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,306 | $0 | 2023 |