Eagle Group Systems, Inc. Employee Stock Ownership Plan — Form 5500 plan (Eagle Group 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 Group Systems, Inc. Employee Stock Ownership Plan is a benefit plan reported by Eagle Group Systems, Inc. under EIN 91-1778804 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $3,546,486 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,471,914
Participants380Covered participants reported
Assets / participant$9.3KComputed: assets ÷ participants$9,333 (computed)
Provider compensationNone reported
Plan sponsor
Eagle Group Systems, Inc.
EIN
91-1778804
Plan number
002
Plan type
2
Location
East Wenatchee, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H20241023140209NAL0003885265001
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)$3.5M total assets
Net assets$3.5MLiabilities$74.6K
Money in vs. money out
Total income / additions-$1.4M
Total expenses$378.6K
Benefits paid / distributions$378.6K
Contributions
Employer$150K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$3,546,486
Total liabilities (EOY)
$74,572
Net assets (EOY)
$3,471,914
Net assets (BOY)
$5,293,560

Income & contributions

Employer contributions
$150,000
Total contributions
$150,000
Total income / additions
-$1,443,076

Expenses & distributions

Benefits paid
$378,570
Administrative expenses
$0
Total expenses
$378,570
Net increase / (decrease)
-$1,821,646
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.

Total expenses ÷ net assets11%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages