Eagle View Technologies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Eagle View Technologies, 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, Eagle View Technologies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Eagle View Technologies, Inc. under EIN 26-1168431 and plan number 001. The latest loaded filing year is 2023. The filing reports 901 participants and $40,058,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eagle View Technologies, Inc.
- EIN
- 26-1168431
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 901
- End-of-year plan assets
- $40,058,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 901 | H, C | 20240926152428NAL0000859041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,058,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,058,121
- Net assets (BOY)
- $32,171,911
Income & contributions
- Employer contributions
- $918,801
- Participant contributions
- $4,896,447
- Total contributions
- $6,384,332
- Total income / additions
- $12,176,021
Expenses & distributions
- Benefits paid
- $4,226,562
- Administrative expenses
- $15,674
- Total expenses
- $4,289,811
- Net increase / (decrease)
- $7,886,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $36,042 | 2023 |
| The Waterford Group, LLC | INVESTMENT ADVISORY | $0 | $16,512 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,674 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eagle View Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Principal Securities Inc — Schedule C compensation
- The Waterford Group, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation