Ecology Action 401(K) Plan — Form 5500 plan (Ecology Action)
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, Ecology Action 401(K) Plan is a benefit plan reported by Ecology Action under EIN 94-2584236 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $15,440,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ecology Action
- EIN
- 94-2584236
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $15,440,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240912060302NAL0004906627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,440,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,440,227
- Net assets (BOY)
- $12,175,463
Income & contributions
- Employer contributions
- $423,101
- Participant contributions
- $1,080,140
- Total contributions
- $1,503,241
- Total income / additions
- $3,832,687
Expenses & distributions
- Benefits paid
- $514,426
- Administrative expenses
- $53,497
- Total expenses
- $567,923
- Net increase / (decrease)
- $3,264,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Company | PLAN ADMINISTRATOR | $53,497 | $0 | 2023 |