The Eads Group 401(K) Profit Sharing Plan — Form 5500 plan (The Eads Group, 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, The Eads Group 401(K) Profit Sharing Plan is a benefit plan reported by The Eads Group, Inc. under EIN 25-1756468 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $32,715,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Eads Group, Inc.
EIN
25-1756468
Plan number
001
Plan type
2
Location
Altoona, PA
Latest filing year
2023
Participants
308
End-of-year plan assets
$32,715,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241008144027NAL0008472595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,715,701
Total liabilities (EOY)
$0
Net assets (EOY)
$32,715,701
Net assets (BOY)
$26,956,867

Income & contributions

Employer contributions
$855,522
Participant contributions
$1,263,911
Total contributions
$2,213,981
Total income / additions
$6,976,844

Expenses & distributions

Benefits paid
$1,173,413
Administrative expenses
$45,841
Total expenses
$1,218,010
Net increase / (decrease)
$5,758,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$37,207not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$6,066$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,568not reported in the loaded dataset2023

Related Form 5500 pages