Evans Griffiths & Hart, Inc. Profit Sharing And 401(K) Plan And Trust — Form 5500 plan (Evans Griffiths & Hart, Inc.)
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, Evans Griffiths & Hart, Inc. Profit Sharing And 401(K) Plan And Trust is a benefit plan reported by Evans Griffiths & Hart, Inc. under EIN 04-2460112 and plan number 003. The latest loaded filing year is 2023. The filing reports 17 participants and $29,610,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans Griffiths & Hart, Inc.
- EIN
- 04-2460112
- Plan number
- 003
- Plan type
- 2
- Location
- Lexington, MA
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $29,610,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240729170036NAL0019720209001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $29,610,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,610,746
- Net assets (BOY)
- $28,513,785
Income & contributions
- Employer contributions
- $112,100
- Participant contributions
- $73,937
- Total income / additions
- $4,072,578
Expenses & distributions
- Benefits paid
- $2,972,868
- Administrative expenses
- $2,749
- Total expenses
- $2,975,617
- Net increase / (decrease)
- $1,096,961
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.