2023 Form 5500 filing — Bernard Egan & Company 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 20241011122656NAL0012480275001) for Bernard Egan & Company 401(K) Plan, reported by Bernard Egan & Company under EIN 22-1730979 and plan number 003. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122656NAL0012480275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bernard Egan & Company
- EIN
- 22-1730979
- Plan number
- 003
- Location
- Fort Pierce, FL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,229,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,229,007
- Employer contributions
- $301,343
- Participant contributions
- $562,284
- Total income / additions
- $3,823,675
- Benefits paid
- $1,280,774
- Administrative expenses
- $51,959
- Total expenses
- $1,332,733
- Net increase / (decrease)
- $2,490,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,012 | $2,086 |
| Nfp Retirement | INVESTMENT ADVISORY | $0 | $20,467 |
| Berman Hopkins Cpas & Associates, L | ACCOUNTANT | $0 | $11,500 |