Eaton Peabody, Pa 401(K) Plan — Form 5500 plan (Eaton Peabody, Pa)

Plain-English plan 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, Eaton Peabody, Pa 401(K) Plan is a benefit plan reported by Eaton Peabody, Pa under EIN 01-0373027 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $27,250,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eaton Peabody, Pa
EIN
01-0373027
Plan number
002
Plan type
2
Location
Bangor, ME
Latest filing year
2023
Participants
138
End-of-year plan assets
$27,250,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241015081810NAL0047006944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,250,883
Total liabilities (EOY)
$0
Net assets (EOY)
$27,250,883
Net assets (BOY)
$24,535,652

Income & contributions

Employer contributions
$668,004
Participant contributions
$743,980
Total contributions
$1,518,354
Total income / additions
$5,690,237

Expenses & distributions

Benefits paid
$2,964,962
Administrative expenses
$10,044
Total expenses
$2,975,006
Net increase / (decrease)
$2,715,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$10,294$02023

Related Form 5500 pages