Eo Products, LLC 401(K) Plan — Form 5500 plan (Eo Products, LLC)

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, Eo Products, LLC 401(K) Plan is a benefit plan reported by Eo Products, LLC under EIN 85-1502784 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,104,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eo Products, LLC
EIN
85-1502784
Plan number
001
Plan type
2
Location
San Rafael, CA
Latest filing year
2023
Participants
142
End-of-year plan assets
$4,104,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241014103553NAL0014778163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,104,977
Total liabilities (EOY)
$0
Net assets (EOY)
$4,104,977
Net assets (BOY)
$3,673,371

Income & contributions

Employer contributions
$64,508
Participant contributions
$269,879
Total contributions
$361,711
Total income / additions
$914,042

Expenses & distributions

Benefits paid
$463,775
Administrative expenses
$18,661
Total expenses
$482,436
Net increase / (decrease)
$431,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vita Planning Group LLCINVESTMENT ADVISOR$9,014not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$8,955$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,187not reported in the loaded dataset2023

Related Form 5500 pages