2023 Form 5500 filing — East Management Services 401(K) Plan
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 20241003085438NAL0004724755001) for East Management Services 401(K) Plan, reported by East Management Services, Lp under EIN 27-4461439 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003085438NAL0004724755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Management Services, Lp
- EIN
- 27-4461439
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,141,908
- Total liabilities (EOY)
- $24,516
- Net assets (EOY)
- $44,117,392
- Employer contributions
- $1,159,861
- Participant contributions
- $2,279,471
- Total income / additions
- $10,171,681
- Benefits paid
- $3,721,920
- Administrative expenses
- $72,805
- Total expenses
- $3,819,241
- Net increase / (decrease)
- $6,352,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $101,129 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,941 | not reported in the loaded dataset |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMIN | $22,730 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |