2023 Form 5500 filing — Egg Strategy, Inc. 401(K) Profit Sharing Plan And Trust
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 20241008112347NAL0028435760001) for Egg Strategy, Inc. 401(K) Profit Sharing Plan And Trust, reported by Egg Strategy, Inc. under EIN 20-2325584 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112347NAL0028435760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Egg Strategy, Inc.
- EIN
- 20-2325584
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,208,868
- Total liabilities (EOY)
- $5,935
- Net assets (EOY)
- $7,202,933
- Employer contributions
- $86,995
- Participant contributions
- $558,746
- Total income / additions
- $1,711,282
- Benefits paid
- $1,557,802
- Administrative expenses
- $28,835
- Total expenses
- $1,586,637
- Net increase / (decrease)
- $124,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | CONTRACT ADMINISTRATOR | $28,835 | $0 |