How big is Ecobee Ltd.'s plan?

Ecobee Ltd.'s plan reported $778K in assets and 13 participants for 2023.

Original filing (PDF)20241010141651NAL0041096034001

Ecobee Ltd.

Name: Ecobee Ltd. — Ecobee Ltd. Retirement Plan, Form 5500 (2023)
Creator: Ecobee Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ecobee Ltd. Retirement Plan

401(k) retirement plan · Ecobee Ltd.'s Ecobee Ltd. Retirement Plan held $778K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

People on this filing

Penny Farinha signed Ecobee Ltd.'s 2023 Form 5500 as plan administrator.

Penny Farinha — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ecobee Ltd.'s EIN is 26-3637082.

EIN 26-3637082

Plan number 001

Plan year 2023

ACK ID 20241010141651NAL0041096034001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ecobee Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ecobee Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECOBEE LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ECOBEE LTD.

EIN

all filings

Address

11380 PROSPERITY FARMS ROAD · SUITE 221E · PALM BEACH GARDENS, FL · 33410

Phone

(647) 251-7145

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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