Eastside Management Co., Inc. 401(K) P/S Plan — Form 5500 plan (Eastside Management Co., 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, Eastside Management Co., Inc. 401(K) P/S Plan is a benefit plan reported by Eastside Management Co., Inc. under EIN 77-0435253 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $3,902,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastside Management Co., Inc.
- EIN
- 77-0435253
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $3,902,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | I, C | 20250514151129NAL0029961952001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,902,131
- Net assets (EOY)
- $3,902,131
- Net assets (BOY)
- $3,218,974
Income & contributions
- Employer contributions
- $125,633
- Participant contributions
- $236,731
- Total income / additions
- $951,003
Expenses & distributions
- Benefits paid
- $251,289
- Administrative expenses
- $15,813
- Total expenses
- $267,846
- Net increase / (decrease)
- $683,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,813 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,782 | $0 | 2023 |
| Osborne & Associates, Inc. | CONTRACT ADMINISTRATOR | $1,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group Ooc | INVESTMENT MGMT | $468 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastside Management Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Osborne & Associates, Inc. — Schedule C compensation
- Empower Advisory Group Ooc — Schedule C compensation