2023 Form 5500 filing — Eg America Employee Savings 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 20241009144804NAL0019465137001) for Eg America Employee Savings Plan, reported by Eg Retail (America) LLC under EIN 82-4682572 and plan number 003. It reports 20,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144804NAL0019465137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eg Retail (America) LLC
- EIN
- 82-4682572
- Plan number
- 003
- Location
- Westborough, MA
- Participants
- 20,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $317,312,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $317,312,162
- Employer contributions
- $15,474,712
- Participant contributions
- $28,424,781
- Total income / additions
- $96,155,659
- Benefits paid
- $44,946,466
- Administrative expenses
- $810,320
- Total expenses
- $45,796,470
- Net increase / (decrease)
- $50,359,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $666,904 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $127,416 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |