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, Eos Retirement Plan is a benefit plan reported by Eos Investors LLC under EIN 81-5200280 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,789 participants and $18,289,163 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,289,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,289,163
- Net assets (BOY)
- $10,363,824
Income & contributions
- Employer contributions
- $1,991,216
- Participant contributions
- $3,292,271
- Total contributions
- $6,893,855
- Total income / additions
- $9,204,766
Expenses & distributions
- Benefits paid
- $1,154,133
- Administrative expenses
- $72,882
- Total expenses
- $1,279,427
- Net increase / (decrease)
- $7,925,339