Ebci Holdings 401(K) Plan — Form 5500 plan (Ebci Holdings, 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, Ebci Holdings 401(K) Plan is a benefit plan reported by Ebci Holdings, LLC under EIN 86-2405972 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $38,125,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ebci Holdings, LLC
EIN
86-2405972
Plan number
001
Plan type
2
Location
Cherokee, NC
Latest filing year
2023
Participants
977
End-of-year plan assets
$38,125,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023977H, C20241015142545NAL0014834979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,125,425
Total liabilities (EOY)
$0
Net assets (EOY)
$38,125,425
Net assets (BOY)
$33,385,281

Income & contributions

Employer contributions
$939,046
Participant contributions
$2,766,937
Total contributions
$3,731,175
Total income / additions
$8,662,543

Expenses & distributions

Benefits paid
$3,762,681
Administrative expenses
$121,985
Total expenses
$3,922,399
Net increase / (decrease)
$4,740,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$107,702$02023
Usi Advisors, Inc.SERVICE PROVIDER$13,924not reported in the loaded dataset2023

Related Form 5500 pages