Eagle Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Eagle Systems, 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, Eagle Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Eagle Systems, Inc. under EIN 91-1090556 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $8,719,110 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.7MPlan net assets, end of year$8,719,110
Participants195Covered participants reported
Assets / participant$44.7KComputed: assets ÷ participants$44,713 (computed)
Provider compensation$251 Schedule C provider row(s)
Plan sponsor
Eagle Systems, Inc.
EIN
91-1090556
Plan number
001
Plan type
2
Location
East Wenatchee, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241010175642NAL0011797539001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$107.4K
Participant$634.6K
Full reported line items

Net assets

Total assets (EOY)
$8,719,110
Total liabilities (EOY)
$0
Net assets (EOY)
$8,719,110
Net assets (BOY)
$8,216,811

Income & contributions

Employer contributions
$107,381
Participant contributions
$634,624
Total contributions
$747,071
Total income / additions
$1,788,078

Expenses & distributions

Benefits paid
$1,271,838
Administrative expenses
$13,941
Total expenses
$1,285,779
Net increase / (decrease)
$502,299
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25$02023

Related Form 5500 pages