Other
2023 plan-year Other DOL Form 5500

EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EARTHBALANCE CORPORATION

This Other plan holds $19M in total assets and serves 63 participants as of 2023. It is sponsored by EARTHBALANCE CORPORATION in Florida. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$19M
Participants
63
State
Industry
Construction

What the Filing Says About EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION

EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION is a Other retirement plan sponsored by EARTHBALANCE CORPORATION, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 63 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 592612208, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $19M at year-end — a gain of 11.6%. Net assets (after liabilities) closed the year at $18M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$19M
Net Assets (End of Year)$18M
Net Income$2M
Plan TypeOther
Employer EIN592612208
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EARTHBALANCE CORPORATION)

Year Plans Participants Total Assets
2022 1 72 $17M
2023 1 63 $19M
2024 1 64 $31M

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Frequently Asked Questions

How much money is in the EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION?
As of the 2023 Form 5500 filing, EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION holds $19M in total assets with 63 participants. It is sponsored by EARTHBALANCE CORPORATION.
What type of plan is EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION?
EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION is a Other plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 592612208.
Who sponsors the EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION?
EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION is sponsored by EARTHBALANCE CORPORATION, located in Florida. The sponsor's EIN is 592612208 and the plan operates in the Construction industry.
How did EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION perform in 2023?
EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION grew by 11.6% during 2023, moving from $17M to $19M in total assets. Net income was $2M.
Where can I find official filings for EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION?
Official Form 5500 filings for EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592612208 or plan name at efast.dol.gov.
How does EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION compare to other plans?
You can compare EMPLOYEE STOCK OWNERSHIP PLAN & TRUST FOR THE EMPLOYEES OF EARTHBALANCE CORPORATION against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 592612208.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.