Emergency Groups' Office 401(K) Plan — Form 5500 plan (Ego, Inc. Dba Brault)

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, Emergency Groups' Office 401(K) Plan is a benefit plan reported by Ego, Inc. Dba Brault under EIN 95-4278964 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $8,547,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ego, Inc. Dba Brault
EIN
95-4278964
Plan number
001
Plan type
2
Location
San Dimas, CA
Latest filing year
2023
Participants
337
End-of-year plan assets
$8,547,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241016155409NAL0015927795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,547,539
Net assets (EOY)
$8,547,539
Net assets (BOY)
$7,548,781

Income & contributions

Employer contributions
$82,227
Participant contributions
$678,967
Total contributions
$775,664
Total income / additions
$1,910,966

Expenses & distributions

Benefits paid
$889,542
Administrative expenses
$22,666
Total expenses
$912,208
Net increase / (decrease)
$998,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monarch Wealth StrategiesADVISOR$19,492not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$3,174$02023

Related Form 5500 pages