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EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameEMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN
Plan identification number 002

EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='201982920' AND PlanID='002'

401k Sponsoring company profile

EMPLOYEE BENEFIT ADVISORS, LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01

Financial Data on EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN

Measure Date Value
2025 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-150
Net assets as of the end of the plan year2025-10-151035598
Total assets as of the beginning of the plan year2025-10-15797167
Value of plan covered by a fidelity bond2025-10-15103560
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1568431
Plan net income in this plan year2025-10-15238431
Net assets as of the end of the plan year2025-10-151035598
Net assets as of the beginning of the plan year2025-10-15797167
Employer contributions to plan in this plan year2025-10-15170000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-130
Net assets as of the end of the plan year2024-05-13797167
Total assets as of the beginning of the plan year2024-05-13577129
Participant contributions to plan in this plan year2024-05-130
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-130
Other income to plan in this plan year2024-05-1365038
Plan net income in this plan year2024-05-13220038
Net assets as of the end of the plan year2024-05-13797167
Net assets as of the beginning of the plan year2024-05-13577129
Employer contributions to plan in this plan year2024-05-13155000
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-130
2022 : EMPLOYEE BENEFIT ADVISORS, LLC CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total liabilities as of the end of the plan year2022-04-220
Total liabilities as of the beginning of the plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-220
Net assets as of the end of the plan year2022-04-22381862
Total assets as of the beginning of the plan year2022-04-22182633
Participant contributions to plan in this plan year2022-04-220
Other expenses paid from plan in this plan year2022-04-220
Other contributions to plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-2213229
Plan net income in this plan year2022-04-22199229
Net assets as of the end of the plan year2022-04-22381862
Net assets as of the beginning of the plan year2022-04-22182633
Employer contributions to plan in this plan year2022-04-22186000
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-220

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