Eah, Inc. Retirement Plan — Form 5500 plan (Eah, 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, Eah, Inc. Retirement Plan is a benefit plan reported by Eah, Inc. under EIN 94-1699153 and plan number 001. The latest loaded filing year is 2023. The filing reports 998 participants and $36,604,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eah, Inc.
- EIN
- 94-1699153
- Plan number
- 001
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $36,604,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20241015182450NAL0029374193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,604,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,604,895
- Net assets (BOY)
- $30,068,520
Income & contributions
- Employer contributions
- $2,085,500
- Participant contributions
- $3,242,883
- Total contributions
- $5,396,154
- Total income / additions
- $9,735,943
Expenses & distributions
- Benefits paid
- $2,904,787
- Administrative expenses
- $281,043
- Total expenses
- $3,199,568
- Net increase / (decrease)
- $6,536,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brinker Capital Investments | MANAGER | $75,465 | not reported in the loaded dataset | 2023 |
| Nationwide | PROVIDER | $58,443 | $0 | 2023 |
| Pensionmark Financial Group LLC | ADVISOR | $47,089 | not reported in the loaded dataset | 2023 |
| Peery & Assocaites, Inc. | THIRD PARTY ADMIN | $38,932 | not reported in the loaded dataset | 2023 |
| Johanson And Yau | INDEPENDANT AUDITOR | $22,150 | not reported in the loaded dataset | 2023 |
| Active Core | ADVISOR | $16,589 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eah, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Brinker Capital Investments — Schedule C compensation
- Nationwide — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Peery & Assocaites, Inc. — Schedule C compensation
- Johanson And Yau — Schedule C compensation
- Active Core — Schedule C compensation