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, Eggleston Special Retirement Plan is a benefit plan reported by Louise W. Eggleston Center, Inc. under EIN 54-0602238 and plan number 004. The latest loaded filing year is 2023. The filing reports 522 participants and $2,856,939 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,856,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,856,939
- Net assets (BOY)
- $2,313,232
Income & contributions
- Employer contributions
- $353,827
- Participant contributions
- $12,539
- Total contributions
- $366,366
- Total income / additions
- $689,354
Expenses & distributions
- Benefits paid
- $130,763
- Administrative expenses
- $14,884
- Total expenses
- $145,647
- Net increase / (decrease)
- $543,707