| Plan Name | EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | EMPLOYEE BENEFIT ADVISORS, LLC |
| Employer identification number (EIN): | 201982920 |
| NAIC Classification: | 523900 |
Additional information about EMPLOYEE BENEFIT ADVISORS, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2009-10-28 |
| Company Identification Number: | L09000103910 |
| Legal Registered Office Address: |
5575 S. SEMORAN BLVD ORLANDO 32822 |
More information about EMPLOYEE BENEFIT ADVISORS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 0 |
| Net assets as of the end of the plan year | 2025-10-15 | 1035598 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 797167 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 103560 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 68431 |
| Plan net income in this plan year | 2025-10-15 | 238431 |
| Net assets as of the end of the plan year | 2025-10-15 | 1035598 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 797167 |
| Employer contributions to plan in this plan year | 2025-10-15 | 170000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 0 |
| 2024 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-13 | 0 |
| Net assets as of the end of the plan year | 2024-05-13 | 797167 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 577129 |
| Participant contributions to plan in this plan year | 2024-05-13 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-13 | 0 |
| Other contributions to plan in this plan year | 2024-05-13 | 0 |
| Other income to plan in this plan year | 2024-05-13 | 65038 |
| Plan net income in this plan year | 2024-05-13 | 220038 |
| Net assets as of the end of the plan year | 2024-05-13 | 797167 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 577129 |
| Employer contributions to plan in this plan year | 2024-05-13 | 155000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 0 |
| 2022 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-04-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-22 | 0 |
| Net assets as of the end of the plan year | 2022-04-22 | 381862 |
| Total assets as of the beginning of the plan year | 2022-04-22 | 182633 |
| Participant contributions to plan in this plan year | 2022-04-22 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-22 | 0 |
| Other contributions to plan in this plan year | 2022-04-22 | 0 |
| Other income to plan in this plan year | 2022-04-22 | 13229 |
| Plan net income in this plan year | 2022-04-22 | 199229 |
| Net assets as of the end of the plan year | 2022-04-22 | 381862 |
| Net assets as of the beginning of the plan year | 2022-04-22 | 182633 |
| Employer contributions to plan in this plan year | 2022-04-22 | 186000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-22 | 0 |