2023 Form 5500 filing — Eastern Research Group, Inc. Cash Or Deferred Profit Sharing 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 20241015155349NAL0016805171001) for Eastern Research Group, Inc. Cash Or Deferred Profit Sharing Plan, reported by Eastern Research Group, Inc. under EIN 04-2807100 and plan number 001. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155349NAL0016805171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Research Group, Inc.
- EIN
- 04-2807100
- Plan number
- 001
- Location
- Concord, MA
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,204,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,204,100
- Employer contributions
- $3,654,185
- Participant contributions
- $5,687,871
- Total income / additions
- $39,037,242
- Benefits paid
- $9,221,089
- Administrative expenses
- $286,815
- Total expenses
- $9,507,904
- Net increase / (decrease)
- $29,529,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | N/A | $117,705 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | N/A | $115,637 | not reported in the loaded dataset |
| Rsm Us, Llp | N/A | $24,150 | not reported in the loaded dataset |
| National Financial Services LLC | N/A | $23,948 | not reported in the loaded dataset |
| Reliance Trust Company | N/A | $5,375 | not reported in the loaded dataset |