Egg Rock Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Egg Rock Holdings, LLC (EIN 81-3422228) is a plan sponsor located in Glendale, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-3422228
Location
Glendale, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,458,838
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,458,838

Contributions & income

Participant contributions
$309,236
Total income / additions
$699,776

Expenses & distributions

Benefits paid / distributions
$313,177
Total expenses
$358,313
Net increase / (decrease)
$341,463

Coverage

Total reported participants
163
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Egg Rock Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Papa & Barkley Retirement Plan001163$2,458,8382023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Egg Rock Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Papa & Barkley Retirement Plan163H, C20251020141303NAL0002287314001

Related Form 5500 pages