Bernard Egan & Company 401(K) Plan — Form 5500 plan (Bernard Egan & Company)
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, Bernard Egan & Company 401(K) Plan is a benefit plan reported by Bernard Egan & Company under EIN 22-1730979 and plan number 003. The latest loaded filing year is 2023. The filing reports 279 participants and $22,229,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernard Egan & Company
- EIN
- 22-1730979
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $22,229,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241011122656NAL0012480275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,229,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,229,007
- Net assets (BOY)
- $19,738,065
Income & contributions
- Employer contributions
- $301,343
- Participant contributions
- $562,284
- Total contributions
- $892,666
- Total income / additions
- $3,823,675
Expenses & distributions
- Benefits paid
- $1,280,774
- Administrative expenses
- $51,959
- Total expenses
- $1,332,733
- Net increase / (decrease)
- $2,490,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,012 | $2,086 | 2023 |
| Nfp Retirement | INVESTMENT ADVISORY | $0 | $20,467 | 2023 |
| Berman Hopkins Cpas & Associates, L | ACCOUNTANT | $0 | $11,500 | 2023 |