Eskaton 401(K) Plan — Form 5500 plan (Eskaton Properties, 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, Eskaton 401(K) Plan is a benefit plan reported by Eskaton Properties, Inc. under EIN 94-2906316 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,515 participants and $4,447,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eskaton Properties, Inc.
- EIN
- 94-2906316
- Plan number
- 002
- Plan type
- 2
- Location
- Carmichael, CA
- Latest filing year
- 2023
- Participants
- 1,515
- End-of-year plan assets
- $4,447,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,515 | H, C | 20241014162716NAL0027856801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,447,051
- Total liabilities (EOY)
- $26,637
- Net assets (EOY)
- $4,420,414
- Net assets (BOY)
- $257,394
Income & contributions
- Employer contributions
- $1,303,977
- Participant contributions
- $2,415,963
- Total contributions
- $4,283,049
- Total income / additions
- $4,648,920
Expenses & distributions
- Benefits paid
- $476,376
- Administrative expenses
- $9,524
- Total expenses
- $485,900
- Net increase / (decrease)
- $4,163,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,835 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,688 | not reported in the loaded dataset | 2023 |
| Everen Securities Inc | BROKER/ADVISER | $0 | $3,308 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eskaton Properties, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carmichael, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Everen Securities Inc — Schedule C compensation