2023 Form 5500 filing — Emergency Groups' Office 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 20241016155409NAL0015927795001) for Emergency Groups' Office 401(K) Plan, reported by Ego, Inc. Dba Brault under EIN 95-4278964 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016155409NAL0015927795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ego, Inc. Dba Brault
- EIN
- 95-4278964
- Plan number
- 001
- Location
- San Dimas, CA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,547,539
- Net assets (EOY)
- $8,547,539
- Employer contributions
- $82,227
- Participant contributions
- $678,967
- Total income / additions
- $1,910,966
- Benefits paid
- $889,542
- Administrative expenses
- $22,666
- Total expenses
- $912,208
- Net increase / (decrease)
- $998,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monarch Wealth Strategies | ADVISOR | $19,492 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,174 | $0 |