2023 Form 5500 filing — Ega Money Purchase Pension 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 20241011081125NAL0012282115001) for Ega Money Purchase Pension Plan, reported by Evergreen Shipping Agency (America) Corporation under EIN 13-3373601 and plan number 004. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$108.1MReported net assets$108,055,021
Participants576
Provider compensation$123.6K5 Schedule C row(s)$123,608
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011081125NAL0012282115001
Plan sponsor
Evergreen Shipping Agency (America) Corporation
EIN
13-3373601
Plan number
004
Location
Jersey City, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$108.1M total assets
Net assets$108.1MLiabilities$0
Money in vs. money out
Total income / additions$18.8M
Total expenses$4.5M
Benefits paid / distributions$4.3M
Contributions
Employer$3M
Participant$0
Full reported line items
Total assets (EOY)
$108,055,021
Total liabilities (EOY)
$0
Net assets (EOY)
$108,055,021
Employer contributions
$3,043,017
Participant contributions
$0
Total income / additions
$18,788,753
Benefits paid
$4,297,191
Administrative expenses
$201,579
Total expenses
$4,498,770
Net increase / (decrease)
$14,289,983
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $76.9K
  2. 2
    INVESTMENT MGMT · Direct $37.8K
  3. 3
    OTHER · Direct $8.6K
  4. 4
    CONSULTING · Direct $300
  5. 5
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011081125NAL0012282115001 cover?
It is the 2023 Form 5500 filing for Ega Money Purchase Pension Plan, reported by Evergreen Shipping Agency (America) Corporation (EIN 13-3373601).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages