2023 Form 5500 filing — Eis Group 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 20241015153833NAL0016778467001) for Eis Group 401(K) Plan, reported by Eis Group Inc. under EIN 26-2956885 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153833NAL0016778467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eis Group Inc.
- EIN
- 26-2956885
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,415,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,415,590
- Participant contributions
- $2,158,572
- Total income / additions
- $6,209,650
- Benefits paid
- $2,425,366
- Administrative expenses
- $57,889
- Total expenses
- $2,509,504
- Net increase / (decrease)
- $3,700,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial | INDEP FINANCIAL ADVISOR | $0 | $95,019 |
| Great West Life & Annuity Company | INDEPENDENT RECORDKEEPER | $59,367 | $0 |
| Golden Gate Retirement Consultants | TPA | $0 | $9,999 |
| Silicon Valley Accoutancy | AUDITOR | $1,345 | not reported in the loaded dataset |