Ekaterra 401(K) Plan — Form 5500 plan (Unilever Tea Mso Usa 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, Ekaterra 401(K) Plan is a benefit plan reported by Unilever Tea Mso Usa LLC under EIN 86-2815855 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $45,940,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unilever Tea Mso Usa LLC
- EIN
- 86-2815855
- Plan number
- 001
- Plan type
- 2
- Location
- Hoboken, NJ
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $45,940,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20250806115800NAL0001690899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,940,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,940,890
- Net assets (BOY)
- $38,650,676
Income & contributions
- Employer contributions
- $2,431,978
- Participant contributions
- $2,541,871
- Total contributions
- $6,922,698
- Total income / additions
- $13,717,320
Expenses & distributions
- Benefits paid
- $6,339,877
- Administrative expenses
- $34,579
- Total expenses
- $6,427,106
- Net increase / (decrease)
- $7,290,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,579 | $0 | 2023 |