EFS WEALTH MANAGEMENT INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 6 |
| Number of participants with account balances | 2023-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $270,967 |
| Total plan liabilities at beginning of year | 2023-12-31 | $352,534 |
| Total income from all sources | 2023-12-31 | $166,567 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $28,733 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $28,698 |
| Total plan assets at end of year | 2023-12-31 | $2,529,283 |
| Total plan assets at beginning of year | 2023-12-31 | $2,473,016 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $35 |
| Net income (gross income less expenses) | 2023-12-31 | $137,834 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,258,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,120,482 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $166,567 |
| 2022 : EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $352,534 |
| Total plan liabilities at beginning of year | 2022-12-31 | $434,101 |
| Total income from all sources | 2022-12-31 | $64,935 |
| Total plan assets at end of year | 2022-12-31 | $2,473,016 |
| Total plan assets at beginning of year | 2022-12-31 | $2,489,648 |
| Other income received | 2022-12-31 | $34,935 |
| Net income (gross income less expenses) | 2022-12-31 | $64,935 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,120,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,055,547 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,000 |
| 2021 : EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $434,101 |
| Total plan liabilities at beginning of year | 2021-12-31 | $515,668 |
| Total income from all sources | 2021-12-31 | $168,253 |
| Total plan assets at end of year | 2021-12-31 | $2,489,648 |
| Total plan assets at beginning of year | 2021-12-31 | $2,402,962 |
| Other income received | 2021-12-31 | $86,686 |
| Net income (gross income less expenses) | 2021-12-31 | $168,253 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,055,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,887,294 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $81,567 |
| 2020 : EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $515,668 |
| Total plan liabilities at beginning of year | 2020-12-31 | $597,234 |
| Total income from all sources | 2020-12-31 | $169,296 |
| Total plan assets at end of year | 2020-12-31 | $2,402,962 |
| Total plan assets at beginning of year | 2020-12-31 | $2,315,232 |
| Other income received | 2020-12-31 | $87,729 |
| Net income (gross income less expenses) | 2020-12-31 | $169,296 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,887,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,717,998 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $81,567 |
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