Eos Accountants Llp 401(K) Plan — Form 5500 plan (Eos Accountants Llp)
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, Eos Accountants Llp 401(K) Plan is a benefit plan reported by Eos Accountants Llp under EIN 22-3462644 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $26,083,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eos Accountants Llp
- EIN
- 22-3462644
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $26,083,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014165143NAL0026760241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,083,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,083,327
- Net assets (BOY)
- $20,996,734
Income & contributions
- Employer contributions
- $533,227
- Participant contributions
- $1,790,314
- Total contributions
- $2,349,515
- Total income / additions
- $6,177,170
Expenses & distributions
- Benefits paid
- $1,069,973
- Administrative expenses
- $20,604
- Total expenses
- $1,090,577
- Net increase / (decrease)
- $5,086,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | ADVISOR | $13,051 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $7,701 | $0 | 2023 |