Plan5500

Eastward Capital Partners, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Eastward Capital Partners, LLC (EIN 20-1146938) is a plan sponsor located in West Newton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1146938
Location
West Newton, MA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.2MSummed across loaded plans$7,196,052
Total reported assets$7.2M$7,196,052
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.2M total assets
Net assets$7.2MLiabilities$0
Contributions & income
Employer contributions$150K
Participant contributions$237.9K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$537.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Eastward Capital Partners, LLC 401(K) Plan
Participants per plan14Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eastward Capital Partners, LLC 401(K) Plan$7.2M
    Plan #001 · 14 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Eastward Capital Partners, LLC
YearPlanParticipantsSchedulesFiling
2023Eastward Capital Partners, LLC 401(K) Plan14I20241015120022NAL0028299777001

Related Form 5500 pages