East Management Services 401(K) Plan — Form 5500 plan (East Management Services, Lp)
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, East Management Services 401(K) Plan is a benefit plan reported by East Management Services, Lp under EIN 27-4461439 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $44,141,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Management Services, Lp
- EIN
- 27-4461439
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $44,141,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20241003085438NAL0004724755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,141,908
- Total liabilities (EOY)
- $24,516
- Net assets (EOY)
- $44,117,392
- Net assets (BOY)
- $37,764,952
Income & contributions
- Employer contributions
- $1,159,861
- Participant contributions
- $2,279,471
- Total contributions
- $3,553,842
- Total income / additions
- $10,171,681
Expenses & distributions
- Benefits paid
- $3,721,920
- Administrative expenses
- $72,805
- Total expenses
- $3,819,241
- Net increase / (decrease)
- $6,352,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $101,129 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,941 | not reported in the loaded dataset | 2023 |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMIN | $22,730 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Management Services, Lp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Dunbar Bender & Zapf Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation