2023 Form 5500 filing — Eskaton Retirement 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 20241011103436NAL0043338450001) for Eskaton Retirement Plan, reported by Eskaton Properties, Inc. under EIN 94-2906316 and plan number 001. It reports 1,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103436NAL0043338450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eskaton Properties, Inc.
- EIN
- 94-2906316
- Plan number
- 001
- Location
- Carmichael, CA
- Participants
- 1,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,060,181
- Total liabilities (EOY)
- $10,661
- Net assets (EOY)
- $26,049,520
- Total income / additions
- $1,484,890
- Benefits paid
- $7,624,487
- Administrative expenses
- $354,106
- Total expenses
- $7,978,593
- Net increase / (decrease)
- -$6,493,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | NONE | $83,854 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $36,920 | not reported in the loaded dataset |
| Moss Adams | NONE | $32,635 | not reported in the loaded dataset |
| Principal Mutual Life | NONE | $25,820 | $0 |