2023 Form 5500 filing — E & A Consulting Group, Inc. 401(K) Flexible
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927105103NAL0001169859001) for E & A Consulting Group, Inc. 401(K) Flexible, reported by E & A Consulting Group, Inc. under EIN 47-0609173 and plan number 004. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927105103NAL0001169859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E & A Consulting Group, Inc.
- EIN
- 47-0609173
- Plan number
- 004
- Location
- Omaha, NE
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,154,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,154,559
- Employer contributions
- $720,763
- Participant contributions
- $1,263,104
- Total income / additions
- $5,605,891
- Benefits paid
- $922,869
- Administrative expenses
- $85,600
- Total expenses
- $1,008,469
- Net increase / (decrease)
- $4,597,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $80,492 | not reported in the loaded dataset |
| Da Davidson & Co | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Benefit Plans, Inc. | CONTRACT ADMIN | $0 | $11,527 |
| Kelley Financial Services Inc | CONTRACT ADMIN | $0 | $2,422 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,914 | not reported in the loaded dataset |